EMPLOYER SPONSORED RETIREMENT PLANS
GROUP, BUSINESS OWNER
AND EMPLOYER RETIREMENT PLANS
Planning for retirement can take shape by utilizing the many types of retirement plans available to business owner and a workforce of small to larger employers.
EMPLOYER RETIREMENT PLAN PROGRAM
Our experience has established that employees grow larger retirement account balances when they have a robust assortment of high quality low cost investment options. In addition to this conclusion, we have found that when a employer plan sponsor works with an advisor that delivers educational seminars and consultations to the participants of the plan, employees feel empowered to invest for their successful retirement.
THE RIGHT RETIREMENT PLAN OPTION - We help employers design retirement plans to meet IRS and ERISA requirements, while also attempting to maximize plan options that assist in promoting a highly desirable employer benefit package.
RESPONSIVE CLIENT SERVICE - The most important part of working with us as a plan advisor is our ability to direct traffic as it relates to your retirement plan partners (Plan administrator, the record keeper,
FLEXIBLE LOW COST PLAN INVESTMENT CHOICES - In our capacity as plan investment advisor, it is imperative for EverGreen to offer and utilize investment options that meet the objectives of our business owner clients and plan participants of any age. This is done by establishing plans that offer Target Date retirement portfolios, Lifecycle Portfolio's, some Mutual Funds, Index Fund options, and Exchange Traded Funds (ETF's).
PARTICIPANT INVESTMENT COUNSELING - Retirement plan participants want to succeed at investing for retirement and we would like to help. For our retirement plan participants, our advisors are available for one on one consultation and group presentations. These group presentations are offered though a free program called Wealth & Wellness.
EVERGREEN'S WEALTH & WELLNESS PROGRAM - EverGreen Capital Management's Wealth & Wellness Program offers a variety of Wealth & Investment Planning presentations aimed at educating groups on the benefits of a stable state of financial well-being. WEALTH & WELLNESS PROGRAM INFO
RETIREMENT PLAN TYPES SUPPORTED
Profit Sharing Plans
401(k) Profit Sharing Plans
Safe-Harbor 401(k) Plans
Simplified Employee Pension Plan (SEP)
Cash Balance Plans
Defined Benefit Pension Plans
Complimentary Competitive Analysis of Your Current Employer-Sponsored Retirement Plan.
Access to Numerous Low-Cost Institutional Mutual Funds and Exchange Traded Funds (ETFs).
Dedicated Plan Advisor to support plan participants
Wealth & Wellness Employee Education Program
We manage the relationship with the TPA, Plan Custodian, and your business (Plan Sponsor).