Retirement Plan Consulting
Retirement Plan Consulting
As a plan sponsor, it’s your job to satisfy your fiduciary obligations and fully understand the liabilities that affect your organization. You need a retirement consultant who is part financial expert, part strategist, part analyst and part communicator — a partner you can trust with your employees’ futures.
Helium Advisors brings experience and depth of resources to your organization so you can help your employees and executives plan for retirement. We will provide the expertise you need to address all aspects of employee retirement plans, investments, legislation, compliance, cost control, reporting requirements, ethics and more. You’ll create a stronger organizational culture while helping employees plan their future, so they don’t have to “retire at their desks.” Everyone wins. As your Retirement Plan Consultant, we will provide -
A partnership with ongoing consultation to help mitigate Fiduciary risk and avoid costly fines and penalties
Advice and execution in designing retirement plans that help deliver financial wellness for your employees
An education program to help employees understand their goals, objectives, and retirement plan options
Independent investment analysis, oversight, and unbiased advice
Confidence in the future for your organization and your employees
Filtering through the nearly endless choices in retirement programs can be overwhelming, both for your organization and for your employees. It takes a big-picture view of the future, a deep understanding of the retirement plan environment and the right perspective. For employers and employees alike, the goal should be overall financial wellness. That’s the key to a well-planned retirement strategy for your organization and your employee.
You have access to entire suite of resources along with the personal touch of on-the-ground teams who understand local cultures and demographics. Our team provides comprehensive savings and investment consulting solutions—401(k), 403(b), profit sharing, defined benefit—to help your organization ensure the financial well-being of your employees. And since we’re not provider-aligned, you get guidance from consultants you know, and research and market insights that are customized for your industry. With Helium Advisors, you have a team of retirement plan experts who are on your side and ready to help you improve your plan and manage your vendor relationships.
Reduce risk, build confidence
Talk to a Helium Advisors Retirement Plan consultant today. Learn how a well-planned fiduciary management process and a hands-on, consultative approach can mitigate your risk as a plan sponsor or trustee, prepare your workforce for retirement, and improve confidence and participation across your organization.