Why choose us for your retirement plan needs? Our experienced and locally-based teams are committed to the highest level of personal service and quality. Plus, as partner of Johnson Financial Group, we offer a full complement of financial services, including banking, leasing, insurance, investment and:
The ability to provide bundled products and services.
A broad choice of competitive investment funds.
A tailored plan, experienced team and effective approach to employee education and communication.
Our philosophy is grounded in common sense. We focus on people, professionalism and prosperity because those are the things that will lead to your success, plan participants' success and our success.
People — serving you and your plan participants first and foremost.
Professionalism — asking the right questions, respecting your opinions, honoring your input and explaining everything is part of our philosophy.
Prosperity — partnering with you to help you build and ensure your participants' prosperity — by growing their wealth as well as your own. It's that simple.
Providing retirement planning for sponsors of pensions, profit sharing plans, 401(k) plans and other retirement programs, including:
Plan trusteeship.
Proprietary and non-proprietary asset management.
Plan design consulting.
Prototype plan documents.
Plan sponsor reporting.
Comprehensive compliance testing and government reporting.
Daily or balance forward participant accounting.
Call center staffed with live representatives during business hours.
Online access for participants and plan sponsors.
Convenient access for all services plus local servicing of your account.
Comprehensive employee communications and education so your employees can make better retirement savings decisions.
