Employer Sponsored Plans
Thirteen Twenty-Two Advisors enjoys working with employers and plan participants of all sizes and backgrounds. Our Retirement Plan team is focused on helping participants prepare for their retirement and understand the options they have available within the plan. Our team also works with employers to review and determine the appropriate plan design and funding options to meet the needs for your company, reviews the investments regularly with your Investment Committee and provides Investment Fiduciary services.
In addition, we provide Financial Health and Wellness programs for your employees.
Our dedicated Retirement Plan team partners with local Third Party Administrators (TPAs) and Record Keepers to provide all the Administrative functions of your plan, including 3(16) Administrative Fiduciary services.
We assist with the following Employer Sponsored Plans:
- 401(k)
- 403(b) & 457 Plans
- Profit Sharing
- Non-Qualified Deferred Compensation
- Defined Benefit Plans
- Cash Balance Plans
- Employer Stock Option Plans (ESOP)
- SIMPLE IRAs
- Executive Compensation Plans
Our Team provides the following Services:
- Plan Design and Governance
- Plan Document Review
- Creation, Review and Ongoing Updates to your Investment Policy Statement
- Plan Fee Analysis and Benchmarking
- Recordkeeper, Service Provider and Third Party Administrator Search
- Ongoing Fiduciary Training
- Employee Enrollment and Education Meetings
- One-on-One Employee Financial Planning
- Personalized Company Financial Wellness Program
Contact us today to schedule an appointment with a member of our Retirement Plan Team at 817-484-9800.