Company-Sponsored Retirement Plans

The responsibilities for retirement plan sponsors have intensified.  Our services are designed to help you be an effective fiduciary while providing a successful employee experience.

Your fiduciary role and ours

Strategic Investment Advisors (SIA) provides fiduciary investment advice and transparent fee disclosure to our plan sponsor clients.  In addition, we utilize resources available from our national networks to assist your retirement committee with understanding and documenting fiduciary responsibilities.  Our objective is to equip sponsors with today’s best practices to improve compliance and reduce liability.

Creating a successful experience for your employees

The true success of a retirement plan is based on the long-term success of the participants.  Unfortunately, for most, the process feels overwhelming.  Our process encourages face to face enrollment, education, investment allocation tools and ongoing access to SIA’s team.  Building a structure that allows your participants to efficiently make smart decisions improves their chances of creating a successful retirement.

If you are interested in learning about how SIA could impact your company sponsored retirement plan, please contact our office.
 

                                           

Strategic Investment Advisors, LLC
6400 Monroe Street, Suite A
Sylvania, Ohio  43560

(419) 517-9100      

Mark Klopfenstein
mklopfenstein@siainvest.com