Corporate Retirement Services
Just as every business is unique, so too is the solution that will optimize the retirement planning capabilities for every firm. Whether designing a new plan or enhancing and improving an existing plan, Bollin Wealth Management follows a comprehensive planning process that delivers the most efficient and successful retirement plan experiences for both the plan sponsors and their valued employees.
Business owners’ time and energy are best spent focusing on the core aspects of their business. Bollin Wealth Management relieves plan sponsors from the day-to-day burden of managing their retirement plan and provides plan sponsors with the maximum amount of protection from fiduciary exposure through the careful design, implementation, and ongoing monitoring of plans.
By focusing on improving plan efficiencies through minimizing expenses, plan design, improved investment returns, participant education, and participant utilization, Bollin Wealth Management can help plan sponsors and participants increase the value of their retirement accounts and increase the likelihood that plan participants will reach their retirement and other financial goals.
Bollin Wealth Management helps business organizations:
- Develop retirement plan solutions that align with corporate strategic, financial and cultural objectives
- Evaluate retirement plan options to ensure that organizations are selecting the best solution from the competitive landscape
- Implement competitively-priced plans that seek to maximize employee education and participation
- Provide ongoing monitoring and review of plan utilization and participation, investment options and compliance with all government regulations