Retirement & Benefits

Corporate Retirement Plans

We work closely with companies to create a retirement plan strategy that takes into consideration the needs and culture of your workforce. We serve in a fiduciary capacity; we assist you in complying with laws and regulations, documenting plan governance, developing an investment menu, and finding and managing a recordkeeper. We take the time to educate your workforce on what their plan entails and how they can get on track to meet their retirement wishes.

Or goals are to provide exceptional investment advice, and to help incentivize your team through a retirement plan they will appreciate.

Our services include:

  • Developing an Investment Policy Statement to enhance plan oversight and fiduciary responsibility
  • Investment Committee training
  • Information regarding underlying plan investment options specific to the company’s investment objectives, including fees, risk and performance
  • Target date fund or QDIA selection and suitability review
  • Review and analysis of existing managers or mutual funds; the search, selection, monitoring and due diligence of new or additional investment managers or mutual funds. We utilize the Scorecard SystemTM 10-point Fund Scoring System.
  • Plan benchmarking and expense analysis as part of quarterly performance reporting and review
  • Management of the selection, oversight, and maintenance of the plan provider’s tools and services
  • Enrollment assistance during open enrollment and new hires between specified enrollment periods
  • On-going educational participant outreach to cover relevant retirement and financial planning topics
  • HawsGoodwin Wealth can serve as an ERISA Section 3(21) or 3(38) fiduciary to the plan in writing.

We help you create and maintain plans that reflect your organization’s care for its people

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More Retirement & Benefits Services:

Employee Benefits

Fiduciary Briefcase

So how can we help you?

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