“Empower your people, help protect your assets. Our full spectrum of retirement planning services will keep you informed, educated and ahead of the game.”
Retirement Plan Services
The 401(k) market is evolving quickly, and with added volatility in the markets, sage guidance is needed now more than ever. We offer a comprehensive process to analyze, monitor, track, and replace investments. It includes a proprietary fund scoring methodology, proprietary asset allocation methodology, independent research, and quarterly alignment with your Investment Policy Statement (IPS).
Fiduciary Risk Management
Manage your fiduciary risk in a number of ways with Relational. Our deep resources at SageView keep us abreast of regulatory changes and updates. We create a checklist to match against responsibilities set out in your IPS, maintain plan documents and meeting minutes, and establish a fiduciary audit file. At all times we maintain compliance with ERISA and with the Universal Fiduciary Standards of Care.
Employee Financial Education
Employee financial education is a critical element of building employee culture. Education on retirement planning is important, but there is much more to the story. Our proprietary course curriculum is designed to address the whole person - not just retirement education.