As the workforce ages, employees are more concerned about retirement planning. Assistance with investment and retirement planning is another option for companies wanting to offer more.
We are proud to also offer administrative support through our Client Services Team. By adding this additional level of support, we are better able to provide regular service calls, advisement updates and support to our clients.
As an integrated provider of benefits and financial services, EBC can offer the following group investment and retirement consulting services to your group:
Benchmarking, Reviews & Analysis
- Consultation in plan design
- Analysis of record keeping and administration
- Investment Manager searches
- Portfolio performance analysis
- Pension Committee consultation
- Filing and Reporting Assistance
- Consultation regarding investment policy and asset allocation
- Risk tolerance measurement
- Individual forecasting
- Individual Pension Plan design and execution
- Retirement benefit design and settlement
- Actuarial Services
- Plan conversions and wind-ups