Services

Employer?
 
Evaluation Process
 
  • Provide a thorough review of the current investment options. 
  • Do you offer service features such as auto enrollment, auto increase, or qualified default investment options (some of the provisions of the Pension Protection Act of 2006)?
  •  Do you offer an effective employee communication and education program?Do you receive ongoing support to help you administer the plan?
  • Are plan services designed to help you attract and retain talented employees?
  • Are the fees competitive and in line with other plans of your size?
 
While your employees deserve a plan to help them improve their retirement readiness, you may not have the time or knowledge to manage this process alone. Securus Financial Group, offers the ongoing service and support you need to make the most of this important benefit.
 
The groundwork provided by Securus Financial Group, aims for a complete understanding of your needs.  Our approach includes the following stages:
 
  • We ensure that your needs are communicated to service providers and other involved professionals, and that you remain fully informed.
  • Your fiduciary responsibilities are being met including selecting and monitoring a broad range of investment options for your employees.  Investment selection is one of the most important aspects of a plan, and it merits careful consideration and due diligence.
  • Keep you informed about required updates and legislative changes.
  • Stay aware of any new offerings from your current provider.
  • Avoid common mistakes that plan sponsors may make.
 
Comprehensive Communication, Education and Service Strategy
Our emphasis and experience in the areas of employee education, enrollment and communications help provide for overall satisfaction of your Plan  and increased visibility. Specifically we offer:
 
  • One-on-one meetings utilizing the latest secure technology available.
  • Group enrollment and educational meetings.
  • Educational retirement and financial planning seminars.
  • Award winning communication materials.
  • Our ability to reach your diverse workforce.
  • Comprehensive and easy to understand materials.
  • Our depth, breadth and experience.
  • Continuing education and support for retirees.
  • Asset Allocation, Portfolio diversification and modeling.