GROUP RETIREMENT SAVING PLANS

When providing a Group Retirement Savings plan to your employees, ensuring that you are putting the best plan in place is paramount to ensuring the members get the best opportunities available. This would include a strong lineup of investments, low fees, personalized member communication and regular sponsor reporting. 

Our experience with existing clients has taught us that along with a strong plan design and pricing, the most important criteria associated with a successful retirement plan is individual (personalized) retirement planning. 

Our unique service model goes well beyond just the lowest fee; it includes a licensed financial advisor to the plan, at no additional cost to the plan member or the company, to meet with every member of the plan.  The objective is to create extraordinary member engagement by building a personalized plan and educating each member on the investment choices available. The impact that guidance and education has on a member’s overall success in a plan is measureable and significant.

GROUP BENEFITS

Your people are your most valuable asset and at Creighton & Associates, we are committed to providing the most cost effective products and services to them. This ensures that you are able to maintain a competitive and comprehensive package of benefits, which helps attract and retain that most valuable asset.

We are an independent firm offering the following services to save you money and provide your employees with the best benefits available:

  • Group Benefit Solutions

  • Cost plan analysis and comparison

  • Evaluation of funding alternatives

  • Plan design analysis

  • Long-term benefits strategies

  • Independent Executive Analysis