Your partner for retirement plan solutions.

Services

Plan Consulting

Aegis delivers ongoing retirement plan consulting solutions for our clients. For companies who demand flexible “ERISA compliant” solutions that ensure the security of their employees’ retirements, Aegis is ready to help. Aegis delivers consulting expertise for defined contribution and defined benefit plan sponsors of for-profit corporations and partnerships as well as non-profit 501(c)3 organizations alike. Aegis also provides consulting services for your non-qualified executive benefit plans.

Plan Administration

The Aegis administration model is unique in that we assign one retirement plan expert to handle all of the services our clients need. One phone call will connect you with your specific Aegis team representative who will answer any technical or administrative questions you may have. This translates into efficiency, reliability and a level of accountability usually missing when it comes to working with large TPA or Full-Service administration firms. Your company can count on Aegis to deliver the right information with no delays which leads to fewer disruptions for your employees.

Plan Design

Our goal is to design a customized retirement plan solution that addresses the specific goals and objectives of your company or organization. The Aegis team has experience with all forms of “qualified” and “non-qualified” plans and will work with you to deliver a plan that provides the greatest value for your employees.  From defined contribution 401(k)’s & 403(b)’s to customized “new-comp” designs, from defined benefit pension plans to cash balance solutions, you can count on Aegis to help you design a solution that fits your unique needs.

Plan Compliance

Aegis is dedicated to ensuring that your qualified retirement plan remains in compliance with current IRS and DOL legislation. We will prepare ongoing plan amendments in a timely manner and ensure ongoing administration is accurate and compliant. Through ongoing communications, we will keep you and your staff up to date on any changes that might impact your plan.

Plan and Advisor Benchmarking

As an Aegis client, you will always have a clear understanding of the costs associated with operating your retirement plan. On an annual basis we provide our clients with a fee benchmarking report to ensure that plan fees remain reasonable based on the services being received and fully disclosed in compliance with ERISA 408(b)2. We will also provide annual investment advisory fee benchmarking reports so our clients know their participants are benefitting from a competitively priced service model. This allows you to see how your plan compares with others of a similar size or type. In addition, benchmarking can often allow companies to reduce the costs of their plan, reduce their fiduciary exposure and improve the plan’s offerings to employees.

Plan Communication & Education

For Aegis, communication with you and your employees regarding the company’s plan is a top priority. Customized to explain the key features of your unique plan, our goal is to effectively communicate everything employees need to know from investment and retirement basics to the development of a comprehensive retirement income plan. One principal benefit of these Aegis educational meetings is that your employees will leave with a clear understanding of how to accumulate appropriate income replacement levels for their retirement. Aegis delivers employee education in group as well as individual one on one sessions. The very best plan design in the world is useless if your employees don’t know how to plan and invest for a comfortable retirement.

Investment Advisory Support

Our team’s investment advisory services are perfectly aligned with the goals and objectives of the plan sponsors and plan participants we protect. As a participating member of your investment committee, we serve as ERISA (3)21 fiduciaries, to guide and help you maintain a procedurally prudent process. We will create customized investment policies to assist the committee in the selection and ongoing monitoring of the plan’s investments. We will develop an investment policy statement to outline the procedures and responsibilities of all committee members and document the ongoing workflow process.

There are no guarantees when it comes to investment success but by helping you create and maintain prudent monitoring policies we will help you become responsible stewards for your employee’s retirement savings.