Corporate Retirement Management

Investment Services

In building an ideal defined contribution plan, you must have investment options and strategies that will be understood by participants and efficiently designed from a risk and cost perspective. Once our firm and your plan’s committee have developed a plan design that is beneficial to the plan sponsor, plan committee, and participants, it is equally important to make sure you have the most suitable investment solutions in place so that monies contributed to the plan are efficiently managed to increase return, lower risk, and keep costs low.

Plan Integration

With our trusted partners, Eagle Rock Wealth Management, Inc. seeks to help the business owner articulate the plan’s needs. Through the consultative process, the team seeks to make the plan as employer and employee friendly as possible. From plan design to platform choice and payroll integration, Eagle Rock Wealth Management, Inc. strives to be ahead of the curve in terms of making plan administration as easy as possible.

Plan Benchmarking

By benchmarking the plan by national averages, Plan Sponsors are able to see how their plan and advisors match up to the market. We benchmark the provider fees, services, investment expenses, diversification of investment menu, monitoring plan complexity, and participant success measures of your plan using industry leading research.