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SIMPLIFIED

Retirement Savings

Retirement Security for Your Employees

We know that  implementing and managing a 401(k) plan is both complex and high-risk. But you don’t have to do it alone. SurePath has developed a simple and effective process for helping your employees achieve a successful retirement plan that lowers your administrative burden and costs, improves results, and delights your employees. After all, retirement plans are key to talent acquisition, and employee retention and satisfaction. Here are our key values:

FIDUCIARY PARTNERSHIP
Sharing or assuming risks on your behalf

EDUCATIONAL COMMITMENT
Empowering positive financial outcomes

CREDENTIALED PROFESSIONALS
Providing access to experienced counsel

ALIGNED INVESTMENT INTEREST
Offering unbiased investment guidance

TECH-FORWARD APPROACH
Improving employee experiences through technology

Customized 401(K) Retirement Strategies

VENDOR VETTING

We realize there are a sea of investment and administrative vendors in the market today. Making the most beneficial choices for your company can be harrowing at best, but whether you are just starting down the road, or ready to make a decision at a fork in the path, we are here to help. SurePath’s personalized consultants use our exclusive tech-forward approach to perform a comprehensive review of current and prospective vendors to help you reduce investment expenses, ease administrative burdens, and negotiate vendor fees.

ROADMAPPING

SurePath’s expert team of credentialed professionals works collaboratively to develop a plan that is customized to your organization.  You can expect a well managed, compliant retirement plan, freeing you from worries over IRS and DOL requirements.

FIDUCIARY PROTECTION

SurePath can act as a 3(21) and 3(38) plan fiduciary.  That’s a fancy way of saying that if an employee is unhappy with how their fund was managed, you’re less liable.  We walk beside you on your path and help facilitate investment committee meetings, document decisions, and provide fiduciary training so you have time to focus on your business. It’s all part of our fiduciary partnership promise.

PARTICIPANT SUPPORT

Empowering your employees to confidently plan for their retirement is at the core of SurePath’s objectives.  By providing manageable training on investments, spending/saving, and planning for the future, we help you equip your employees with the tools they need to make smart decisions about their future. It’s educational commitment at its finest.

 

INVESTMENT OVERSIGHT

SurePath uses a step-by-step process that ensures your investment strategy is properly developed, implemented, and monitored following legal and ethical obligations.  We join forces with you to build a formal investment policy statement (IPS) which serves as the foundation for all your company’s investment decisionmaking.  Our team stands-by as a perpetual proactive partner who monitors your plan investments and makes path corrections as needed.  As an independent registered investment advisor, we are not connected to a particular set of investments or vendors. You can trust that our aligned investment interest means our focus is what is best for you.

 

READY TO SAVE UP TO 57% ON YOUR PLAN EXPENSES?

Apply for a free 401(k) evaluation that includes:

– A complete review of your current plan’s fees & expenses

– An evaluation of your plan design

– An investment performance and fee benchmarking report