Solutions

for Retirement Plan Sponsors

What can a dedicated Retirement Plan Advisor do for you?

Being a retirement plan sponsor comes with a significant amount of responsibility. After all, you are responsible for setting up and managing a critical retirement vehicle on behalf of your employees. When you work with SWP, you’ll be working with a Retirement Plan Advisor who will spend time with you on plan design, administration, and employee education. And with this dedicated focus comes unique insights, recommendations, and follow-through.

What you can expect

  • Truly independent advice

    We work as independent, fiduciary consultants on behalf of retirement plan sponsors. This means we don’t get compensated based on where your funds are held or which record keeping platform you use. This independent perspective allows us to be objective counselors who are focused on providing advice.

  • Confidence when making complex decisions

    Being a retirement plan sponsor comes with a laundry list of legal, regulatory requirements, and financial requirements. We help plan sponsors feel more confident by monitoring their plan and proactively identifying opportunities for enhancement.

  • Guidance that’s driven by your goals and objectives

    Every retirement plan sponsor has unique resources and motivations. Our job is to understand your objectives and deliver solutions that provide the greatest benefit to you, your company, and your employees.

Our Insights

Throughout the year, we publish articles that share planning opportunities for retirement plan sponsors.

Sound like a good fit for you and your family?