Comprehensive Retirement Plan Advice

Welcome to a new way that can help everyone in your workplace work toward their retirement savings goals!

When it comes to saving for retirement, everyone has a different starting point. By understanding these unique beginning, middle and long-term strategies necessary to retire comfortably, it is possible to offer a retirement plan that works for everyone.

Your workplace retirement plan is one of your most important employee benefits. In fact, it may be the only way many of your employees are saving for their future.

Also, as an employer, a retirement plan may help you save for your own retirement and reduce taxes.

By partnering with Signature Financial Advisors, LLC we are here to help you offer a retirement plan that actually helps everyone plan for retirement.

Our goal is to bring a sense of calm and confidence into our clients’ lives. It’s the kind of confidence that comes with working with an advisor whose decisions are based on evidence and fact, not emotions or opinions. An advisor who helps you stay the course through market ups and downs.

Signature Financial Advisors, LLC leverages the support of Focus Partners Advisor Solutions (FPAS). The targeted support and day-to-day resources provided by FPAS means advisors at Signature Financial Advisors, LLC can remain focused on the needs of you and your employees and constantly strive to provide service that exceeds your expectations.

Most of all, you will enjoy a confident client experience that comes from working with an advisor who is part of a group that serves more than 1,700 retirement plans and is helping over 43,000 Americans on their journey to retirement.

WORKING TOGETHER

KEY PILLARS

We believe you should expect more from your retirement plan. That is why everything we do is designed to optimize your experience, from intelligent platform construction to a diligent service offering, always with you and your employees’ best interests in mind.


FIDUCIARY PROTECTION	PARTICIPANT SUCCESS	PROACTIVE PLAN ADMINISTRATION	FEE TRANSPARENCY	EVIDENCE-BASED INVESTING

EMPLOYERS NEED TO KNOW

SAGE ADVICE TO PROVIDE CLARITY


Who is helping you follow the rules and regulations of ERISA?	Do you know how much you are paying for your company’s retirement plan, and are those fees reasonable?
What fiduciary protections are in place?	How are important investment screening and selection choices made?
What resources are available to your employees when they have questions about saving, budgeting and investing?	Does your plan offer easy-to-choose, professionally constructed, risk-based portfolios?
How does your retirement plan help you reduce corporate taxes?	How is your workplace retirement plan helping you and your employees reach retirement?
When you have administrative questions, who can you turn to?

EMPLOYEES NEED HELP

DIRECTION TO KEEP THEM ON TRACK


Where can employees turn when they need help (one-on-one meetings, direct advisor access, group presentations, quarterly education, online tools and digital resources)?	How is your workplace retirement plan helping employees select appropriate mutual funds, target date funds or risk- based portfolios that align with their retirement savings goals?
Do your employees understand investing?	What resources are in place to help employees confidently know they are on track to achieve retirement success?

WORKPLACE BENEFIT

GUIDANCE TO TARGET PLAN OBJECTIVES


As an employer, how are you saving for your own retirement?
How are you using your retirement plan to recruit, reward and retain top employee talents?
When was the last time you reviewed your current retirement plan setup to confirm it meets the needs of your growing business?

We’re ready to help you take the next step.

This is an important decision that could impact every single one of your employees, so we understand it’s one you don’t want to make quickly. We’re here to support you throughout your decision-making process and believe it’s important to review your plan to confirm you are offering the best option

Setting Goals and managing expections

We start by talking with you to see where you stand – and where you want to go. We’ll look at how your current plan is meeting your needs, and where it’s falling short. And from there, we’ll work with you to craft a transition plan. We’ll assemble the team and lay out a clear communication plan to reach your employees.

Fighting inertia

It’s easy to stay put and to keep doing the same thing – but sometimes a change provides a fresh look. It’s the best way for all of your employees to take a second look at their savings rates – or at the overall benefit of participating in a retirement plan.

Leading the way

Once your new plan is in place, we will be by your side with the administrative support you need. We’ll be there for your employees with the ongoing education and guidance they need to make smart, confident decisions.

By your side

We are passionate about helping you successfully manage such an important benefit to your employees, and we’re here to help them make all the difficult decisions necessary to work toward their retirement goals. We’re there by your side, year by year, with clear reporting on investment performance and participant behaviors. We’re always available to answer any questions you or your employees may have.