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 Through
our parent company, National Retirement Partners (NRP), advisors have access to
industry-leading tools and resources that enable them to provide exceptional service
to institutional retirement plan clients. Key retirement services for institutional
clients include:
PLAN DESIGN AND COMPLIANCE
In the world of retirement plans, only
one thing seems certain: CHANGE is constant. Over the last decade, an overwhelming
volume of legislation has been enacted that impacts plan sponsors. NRP provides
advisors with the resources and knowledge to help plan sponsors design and maintain
a compliant plan.
PROVIDER SELECTION
Finding the right retirement plan provider
can be a complex and confusing process. NRP equips advisors with tools and reports
to help plan sponsors conduct an accurate comparison of providers and select the
best alternative for their business.
PLAN REVIEW
Setting up the plan is only a small
part of the process. Once the plan is established, plan sponsors have a perpetual
responsibility to review the plan and ensure that it continues to meet employee
needs and comply with applicable regulations. NRP offers access to a full suite
of reports to assist plan sponsors in conducting ongoing plan reviews.
COMMUNICATION
AND EDUCATION
An effective communication and education program is critical to the
success of a company’s retirement plan. Components of a successful program may vary
widely based on the size of the plan and level of sophistication of participants.
NRP helps advisors identify and create an appropriate program based on all relevant
factors.
From start to finish, NRP provides the tools, services and expertise that
advisors need to support plan sponsors in carrying out their fiduciary duties and
providing meaningful retirement benefits for their employees.
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