Our Services

Plan Design

We customize a program that best fits the needs and culture of plan sponsors and their business. With a goal of designing plans used to attract and retain your employees, we offer careful and insightful guidance that will meet everyone’s needs.

Investment Advice

We serve in the role of a 3(21) investment advisor, which is a co-fiduciary role to you and the plan. We will assist you in building an investment fund menu and investment policy statement that meet the needs of your company. In this role, we will review, monitor and make recommendations on the investments in your plan.

Fiduciary Compliance

Working with your chosen vendor and TPA, we assist in making sure you understand your fiduciary responsibility for your company retirement plan. Fiduciaries are subject to strict standards of conduct because they act on behalf of the participants and their beneficiaries. SS&G Wealth Management can help you with these fiduciary tasks, such as benchmarking your plan to ensure you are offering a competitive plan to your employees.

Employee Education

The more your employees understand about their retirement plan options, the more satisfied they will be with their plan and your company. SS&G Wealth Management will provide on-site educational presentations, one-on-one personal sessions, webinars, and phone consultations. We strive to educate, listen to the needs of your employees, and then offer guidance.

Investment Process

Collaborate Too often an advisor will simply tell the plan sponsor what type of retirement plan they will need without truly listening and accepting input. We feel it’s a collaboration of both listening and then advising to build a plan with the company goals as the focus.

Design Not all employer retirement plans are alike. We design plans that benefit all employees and allow for considerations to both retirement income and tax sensitivities. Using our plan cycle approach and evaluating provisions permitted by the IRS, DOL and ERISA, we can build a unique plan that fits your company.

Install The difference between a good retirement plan and a great one is in the execution. Communicating the necessary steps, efficiently executing the required documents, and hiring expert vendors are hallmarks of a great plan.

What sets us apart from other advisors? Listening to your needs and understanding the goals of the business, designing plans that manage consequences while being sensitive to the current market, and finding cost effective solutions that meet the goals of the the plan sponsors and their employees.

Improve With today’s heavy regulatory duties of retirement plans, it’s important for your advisor to be diligent with the administration, compliance, fiduciary duties, plan operation and education of participants so that the plan runs smoothly.

Most advisors just want to advise on the investment selection. We‘re in it for the long haul. We’ll help you improve your company retirement plan over time, making it more efficient and effective. As the needs of your business change, your retirement plan should change with it.