Acuity offers retirement planning for you and your employees focused on providing:
- Confidence that your employees are financially ready for retirement
- Support in managing regulatory compliance of your plan
- Professionally managed investments
- Transparency of fees incurred
- An education plan that provides employees access to an advisor rather than a platform for selecting investments
We act as a single point of contact and will coordinate the efforts of other plan service providers such as the record keeper, TPA, custodians and fund companies.
Our retirement plans incorporate institutional investments similar to those used by national pension funds and high net worth clients. We provide a range of investment options and flexibility while also creating and managing model portfolios for simplicity and effectiveness. Our team and partners can handle the fiduciary duties of investment selection and monitoring for your plan, helping to reduce your liability and prioritize your interests.
Your plan’s advisory team will:
- Advise you in the creation of a cost effective plan with high quality investment choices
- Optimize plan design to maximize deferral benefits
- Provide quarterly reports, Form 5500 preparation and discrimination testing
- Consult proactively on investments and plan compliance
