Retirement Planning

The Partners Group, Scott Benefit Services and M3 Insurance have a robust retirement planning division. Each firm creates and administers a program balancing the dreams of your employees with goals of the company. They begin their processes with a thorough vendor search, soliciting proposals and evaluating each option. They then coordinate with providers to present their programs to the client in more detail. Our teams work with clients to document a formal investment policy statement, and our hands-on approach incorporates coordination of plan enrollment meetings and guidance during the initial transition and conversion periods.

Services include:

  • Plan design review
  • Fiduciary compliance
  • Benchmarking studies
  • Vendor search
  • Plan implementation and management
  • Investment fund monitoring
  • Investment policy statement
  • Plan expense review
  • Participant communication and education
  • Mergers and acquisitions

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