Offering a retirement plan can be one of the most challenging and rewarding decisions an employer can make. Both the employees participating in the plan and the employer may benefit when a retirement plan is in place. Administering a plan and managing its assets require specific responsibilities. Understanding these responsibilities as plan sponsors is crucial. The Employee Retirement Income Security Act (ERISA). ERISA sets standards of conduct for fiduciaries who manage an employee benefit plan and its assets.

If you’re like most plan sponsors, you have many demanding challenges competing for your attention. Independent Planner advisors work with retirement plans every day, and they will help save you time, effort and worry. We bring the experience and tools that deliver value, seek to improve participant outcomes, and address your fiduciary risks.

When you partner with an Independent Planner LLC. retirement advisor, we work together to create a tailored plan configuration, striving to help you provide the best possible fit for your employees.

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