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EMPLOYER SERVICES

FEE BENCHMARKING

UNCOVER HIDDEN AND CONFUSING PLAN FEES

Retirement plan contracts can be complicated, making it difficult for employers to understand all the fees their employees are paying. We know how to find the fees and provide an "apples-to-apples" analysis so that informed decisions can be made. Not only is this process required of employers (fiduciaries), it often results in significant savings for employees.

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EMPLOYEE COMMUNICATION

SPARK EMPLOYEE PARTICIPATION AND RETIREMENT READINESS

Most Americans are overwhelmed with the prospect of planning for retirement. We become a trusted resource that gives employees confidence in their financial future, which has been shown to improve productivity, job satisfaction and loyalty. Communication topics include enrollment in the plan, investing plan assets, pre-tax vs. Roth, retirement income planning and overall financial wellness. 

FIDUCIARY PLAN REVIEWS

LEAD A RECURRING AND PRUDENT PLAN REVIEW PROCESS

Regular fiduciary level plan reviews are the cornerstone of a successful retirement plan.  We meet with employers on a semi-annual or quarterly basis to review investment performance, day-to-day plan operation, fees and employee communication. It's almost impossible to fulfill all fiduciary duties without a formal review process in place. The result is often a better, more appreciated plan and reduced fiduciary liability. 

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IMPACT RETIREMENTTM

ALIGN ASSETS WITH EMPLOYER AND EMPLOYEE VALUES

More employers are building a values based culture. More employees are looking for their assets and employer to reflect their concern for environmental, social and governance (ESG) issues. For electing employers, Impact Retirement gives their employees the choice to invest retirement assets in mutual funds that consider ESG issues as part of their investment process. 

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.

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