Retirement Plan Services
A competitive retirement package is essential to attract and retain quality employees. Devenir's objective consultation and plan design process helps our clients select the most appropriate retirement plan considering factors such as administrative services, costs, investment selection and flexibility. Our corporate services group provides support with investment policy design and plan education to facilitate ERISA 404c compliance and provides a single point of contact for investment needs as well as administration of the plan.
Defined Contribution Plans
Devenir supports a variety of defined contribution programs, including 401(k), 403(b), profit sharing and SEP as well as Simple IRAs. We work with our client corporations to design and implement a defined contribution program that meets the specific needs of the sponsor while providing a program that is attractive to its participants. Through its relationships with fund managers and third party administrators, Devenir is able to offer turnkey programs for smaller organizations, complex programs for larger organizations and everything in between. Regardless of the plan size, Devenir provides direct service, including employee training, for every client.
Executive Benefit Plans
Devenir's corporate services group provides plan design, implementation and investment selection for our clients' executive-level deferred compensation plans. We coordinate the plan design with our preferred legal experts on all types of executive plans and work closely with our client companies to develop an appropriate investment strategy.
- Custom plan designs are created by our nationally known legal partnerships with expertise in the deferred compensation market place.
- Investment strategies which include a tax efficient portfolio that provides investment return as well as tax benefits to the plan sponsor.
- Projections of portfolio tax-efficiency can be provided to demonstrate the benefits to corporate clients.
- Plan sponsors and executives receive daily investment account access as well as customized quarterly reports.
Portfolio management options may include proprietary portfolios, nationally recognized fund families and money managers as well as customized indices.
