Retirement Plans

Sequoia Benefits helps our clients provide a stronger retirement plan with more satisfied employees, reduced liability and ease of administration burden. We focus on bringing greater employee satisfaction and participation to your plan while helping simplify administration and providing state of the art processes to lower your cost and increase efficiency.

Our unique method and tools provide:

Plan Optimization: Plan designs to maximize our clients’ objectives.
Lower Costs: Putting more money in the employers' and employees' accounts.
Complete Evaluation: Helps our clients compare what is available in the marketplace.
Administrative Assistance: Helps our clients meet the complex responsibilities of being a plan sponsor and fiduciary with a formal investment policy statement and clear investment monitoring strategies.
Education, Strategy & Planning: Communication is key. We help educate and enroll employees which helps insure their satisfaction and increase the value of the plan for the company.

Click here to take a Fiduciary Quiz.

Click here to see a sample Investment Policy Statement.