Services for Corporations

Services for Corporations

The team at Florida Pension Group has a deep understanding of all aspects of retirement plans. In today’s climate of changing regulation, you need a retirement plan partner with the experience to advise you on how to establish, structure and maintain the right plan for your company. Once the plan is in place, our work doesn’t end. As your company and objectives evolve, so should your retirement plan.

We offer an integrated service solution to assist you and your plan participants with a full range of retirement plan needs.

Customized Plan Development

We can assist you with designing a plan that meets the needs of your company and your workforce. By implementing the highest fiduciary standards, we offer an appropriate mix of investments, educate your employees and create personalized strategies to help them with retirement planning.

Retirement Plan Consulting

Our knowledgeable team provides valuable insight and can assist you in creating a retirement plan that serves the best interests of your company and your plan participants.

We can consult with you on these and other aspects of retirement plan operations:

  • Reviewing service providers
  • Managing plan conversions
  • Updating and monitoring investments
  • Benchmarking of vendors
  • Analyzing fees
  • Developing employee communications and education

Plan Participant Education

We personally assist with enrollment into new and existing plans and don’t pass that service off to third parties. By taking the time to enroll participants, we also learn about their needs and objectives and can effectively tailor an education program based on the information we gather.

Contact Us to become a Florida Pension Group client

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