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Savant Investment Group, LLC

555 12th Street, Suite 925

Oakland, CA 94607

 

415.926.7200

 

info@savantig.com

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We are committed to helping you save time

...we work directly with recordkeepers, TPA's and ERISA councils so you can free up time and commit to your business.

RETIREMENT PLAN SERVICES

Qualified & Non-Qualified Plans

 

The retirement plan landscape continues to evolve.

Our Retirement Plan Services offer employers effective solutions to navigate this ever-changing landscape. Our years in the industry have given us vast resources and knowledge in the areas of risk management and plan services.

We are an “Independent Fiduciary,” having built our service platform based on ERISA which allows plan sponsors to delegate the responsibility of plan implementation, review and maintenance to their retirement plan advisor. We serve as a 3(38) fiduciary, providing meaningful guidance and support to participants to ensure successful retirement outcomes.

We provide meaningful guidance and support to ensure successful retirement outcomes.

With over 20 years in the industry, we have the resources and knowledge in the areas of risk management and plan services.

The core feature of our service aims to address the following:


 

 

 

 


 

 

 

 

 

 
 

We serve all types of qualified and non-qualified retirement plans. We work alongside other financial intermediaries such as third-party administrators, accountants, actuaries and recordkeepers to deliver cost-effective solutions to Plan clients.

Plan Sponsors

Plan

Design

Elements that will drive participation and engagement, helping steer employees towards successful retirement outcomes, enhance business owner and executive benefits.

Integrated process evaluates side-by-side comparisons of provider’s fees and services.

Provider

Analysis

Fee comparisons and analysis provide accurate and up-to-date value assessment.

Benchmarking

Gap analysis that evaluates compliance criteria and maintains review checklists.

Fiduciary

Review

Plan Participants

Plan Participant

Education 

Learn about being ready for retirement and create an action plan with the help of a retirement plan advisor through group and one-on-one meetings.