Corporate Retirement Planning

FINANCES STILL AT WORK, EVEN WHEN THEY'RE NOT

Establishing a corporate retirement plan is a challenge facing businesses today. Furthermore, research shows that outliving retirement savings is a major concern for employees. With SKWealth, you can help them meet their lifetime income goals while meeting your fiduciary responsibilities.

Where future planning meets fiduciary guidance

With your organization’s goals and employees’ best interests in mind, we’ll help design, adjust, and maintain your corporate retirement plans.

Introducing the
Retirement Glidepath™

Our Retirement Glidepath™ provides a clear path to creating and maintaining an effective retirement plan for your company. Our systematic approach removes the guesswork as to what your duties are, allowing you to spend more time focusing on what you do best.

01 | THE PLAN DESIGN

a.

Each retirement plan has a goal that it’s trying to achieve. Whether its to reduce taxable income, or to attract and retain employees, certain features like automatic enrollment or a profit sharing component may or may not make sense.

b.

Our analysis will determine the most efficient way to achieve these goals, which results in final design that is reflective of your discussions.

c.

Additionally, we can integrate features to attract and retain employees such as Health Savings Accounts and student loan repayment options.

d.

Investment Line-up creation/review – Determine if the client has any investments/sectors or themes (ESG) they would like included. If existing plan, do a cost comparison and a quality review. We will curate a menu of quality investment options to make it easier for employees to build their portfolio or they can select from our model portfolio.

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02 | THE LAUNCH

a.

You have a lot of hats to wear already. We’ll handle the retirement plan.

b.

We cover the benefits of enrolling, education on the different features, and selecting investments. We will handle the heavy lifting to get your plan up and running.

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03 | FINANCIAL WELLNESS EDUCATION

a.

Your employees’ lives and financial situations are changing constantly. Therefore, we provide ongoing communication to ensure they are kept up to date on their portfolios.

b.

Your employees will also want to track their progress towards their own financial goals. Outside of the resources regarding the employer sponsored plan, we will provide ongoing education on various topics. We are also available to answer any questions on retirement or rolling over their plan balance.

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04 | THE ANNUAL PROGRAM REPORT

a.

As the plan sponsor, you want to ensure that your plan is cost efficient and effective. Each year, we’ll review the expenses, investment choices, participation rates, and provide a benchmarking report based on our findings. All of this allows you to limit your liability and focus on running your business.

b.

We will also set a roadmap for the ongoing support that we will provide to the plan and the participants.

Designations Disclosure:

*Please Note: Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SK Wealth is engaged, or continues to be engaged, to provide investment advisory services.

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