Institutional Retirement Plan Services

A team of experienced advisors with a common purpose

We offer a team approach, with specialization in all areas of institutional retirement planning, to help you make the best choices and find ideal solutions for you and your team. This allows us to dive into details more comprehensively – assessing cost effectiveness, quality, and performance of your plan and benchmarking against comparable industry standards. You get the peace of mind of working with experienced advisors who have a deep understanding of the intricate workings of retirement plans.

The right options for your business

Your Rehmann advisory team is dedicated to developing suitable and unique investment options that are backed with reporting requirements that meet both client and fiduciary requirements. Every new relationship begins with a thorough plan analysis to assess and adjust your current offerings, followed by quarterly reporting to your organization, so you can remain actively involved in progress and projected outcomes.

We can help you reduce fiduciary liability

The Employee Retirement Income Security Act (ERISA) holds retirement plan fiduciaries to the highest legal standards. To help meet these legal requirements, we can provide plan sponsors with the independent, objective consulting and guidance necessary to effectively meet and manage ERISA standards. Proper selection and ongoing monitoring of investment alternatives within the plan is a critical aspect of the fiduciary process. Our independent and objective analysis provides plan sponsors with the specific detailed information necessary to make informed decisions on behalf of the plan and help fulfill its fiduciary obligation.

Empowering your workforce

Working with an experienced advisor can help to maximize contributions and minimize the overall cost of a plan, in addition to leading to a meaningful retirement plan for your team. Competitive retirement benefits and supporting education can help retain and recruit top talent.

Nonqualified Deferred Compensation Plans

A qualified retirement plan may not always be sufficient to meet the retirement saving needs for you or your key employees. The use of a Nonqualified Deferred Compensation Plan can function as a savings vehicle, executive benefit, and retention tool.

We’re experts in the creation, implementation, and maintenance of all sizes of Nonqualified Deferred Compensation Plans for smaller, privately held companies to large, multinational, publicly traded companies.

Let’s find what’s right for you.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.