Retirement Plans

One of the most important benefits you can offer your valued employees is a well-constructed retirement plan. However, selecting the best provider and plan provisions can be a daunting and time-consuming task. Private Capital Group serves as a fiduciary providing retirement plan consulting based on each employer’s needs. We help objectively structure and maintain a plan that meets the needs of your organization. We work with you to focus on your fiduciary duty while helping your employees save more today for better retirement outcomes tomorrow.

Our process includes three key pillars:

Plan
Design

  • Optimized plan design for benefits/costs
  • Investment due diligence and selection of fund line-ups
  • Technology platforms to enhance participation
  • Vendor search

Fiduciary
Consulting

  • Investment committee
  • Plan compliance
  • Plan governance
  • Department of Labor Regulations
  • Fiduciary Roles and Responsibilities

Participant
Engagement

  • Participant communication and on-site meetings
  • Participant profiling for targeted messages
  • Plan provisions to encourage action and engagement: auto-enrollment, auto re-balancing

Your Fiduciary Role