Retirement Plans

Bringing Together the Best of Defined Benefit and Defined Contribution

An integrated solution with the technology to deliver -

Of all the business decisions you face, one of the most important is choosing the right retirement savings plan for your company. It is a decision that will affect your company's ability to attract and retain the best employees, and will ultimately impact their long-term security. Equally important are the fiduciary challenges you face on a daily basis as a plan sponsor.

You need to ask yourself:

  • Did you select the right investments for your employees retirement plan?
  • Have you documented the process?
  • Have you provided your employees with the appropriate amount of investment education?
  • Are you prepared to support the ongoing needs of your employees?

Through strategic alliances with our partners, Sucré-Vail Wealth Advisors, offers a technologically-advanced, fully-integrated retirement solution that provides everything you need to help employees invest toward a comfortable retirement, while giving you the fiduciary reassurance that you can answer these questions confidently.

Our solution is structured to promote and maintain employee participation through personalized asset allocation strategies that help to achieve retirement goals. It has also been designed to take away many of the cumbersome details of the day-to-day management of your plan.

Sucré-Vail Wealth Advisors solution gives you a multitude of advantages over more traditional methods of plan structure, set-up and service. The bundled approach offers the following benefits:

  • Investment Management Expertise
  • Investment Policy Statement
  • Choice to change or retain Recordkeeping and Plan Administration
  • Customizable Employee Education and Communication Program
  • Fiduciary Protection through Quality Investment Options

Our goal at Sucré-Vail Wealth Advisors is to partner with the largest institutional investment providers to deliver effective and efficient solutions for companies and participants alike, allowing them to remain focused on building their businesses.

We look forward to the opportunity to provide you with a second opinion on your current plan.  For more information, contact Margaret Sucré-Vail at [email protected]