Helping you do more than check a box
If your company offers 401(k), 403(b), or pension plans, you have a fiduciary responsibility under federal law (primarily ERISA) to act in your employees’ best interests.
The legal complexities of this role can leave administrators hurrying to check it off their to-do list.
We help you set up and manage your employee retirement plans and make sure you stay compliant every step of the way.
Reduce costs to your bottom line
Here’s how it works:
- Review your existing plan (including a full cost analysis).
- Identify improvements and new service providers.
- Smoothly help you transition to the new plan.
- Educate your employees about the new plan.
- Keep up to date with changing regulations.
- Oversee the investment funds.
- Regularly report on the plan.
We offer ongoing services for the life of the plan, monitor fund expenses, sponsors, and participants, and keep everyone updated on plan activities.
The result: A better plan for your employees and potential reduced costs to your bottom line.
Helping Your Employees Maximize Their Retirement Benefits
ACM relieves the stress and hassle of retirement plan transition and administration. We educate your employees on their plans, offering them insights into their financial wellness. We enable them to get the most out of their retirement plan.
Offer an honest plan you feel good about
Get More From Your Plan for Less
Low-cost index funds have historically outperformed actively managed funds.
By building your fund menu, shopping for competitive services, and offering fair fees, we offer your plan participants the potential for increased net returns.
Help Employees Make Smart Decisions
Your employees need to know about their retirement options. Unfortunately, most people have little interest in the mechanics of their plans.
We offer a host of tools, including regular, customized information sessions to keep participants up-to-date, educated, and engaged.
Keep Yourself Out of Trouble
Building an honest plan that performs well is non-negotiable (and helps you avoid Department of Labor audits and lawsuits from plan participants).
By reducing costs, offering sound investments, updating documents, and providing education, we help you meet your fiduciary obligations and avoid potentially costly lawsuits.
Protect yourself from the consequences of a subpar plan
- Reduce costs and improve investment performance potential
- Work with a team with real investment experience – not a team of sales reps
- Fulfill your fiduciary obligations with confidence
Put real investment advice to work for you.
Financial Insights That Matter
