Plan success requires more than just a traditional suite of advisory and investment services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.
Aligning plan design with the goals and objectives of the organization can be a powerful tool to recruit and retain employees, and to reward long-term employees with a successful transition from working to retirement. We believe the following plan design features should be discussed with each plan sponsor:
- Automatic enrollment
- Safe Harbor employer contributions
- Class allocation profit sharing contributions
- Eligibility requirements that are aligned with the hiring practices of the organization
- Strategic matching formulas to drive successful participant outcomes
Selecting the right benefits takes a broad understanding of industry trends and regulations. SevenHills has the advantage of collective industry experience and resources as United Benefits Advisors. Equipped with an independent perspective, our advisors are able to provide objective guidance to help clients achieve their business goals.
SevenHills Benefit Partners News Completing forms properly and timely is important to good benefit management. We are here to partner with you to maximize this service for your employees. Below are three reminders: • COBRA/MN Continuation must be sent on the...read more