Corporate Retirement Services

Managing a retirement plan involves far more than selecting mutual funds. At Adams Wealth, we differentiate ourselves by providing a robust and structured process to help employers evaluate, understand, and implement comprehensive retirement plans. Our approach is designed to guide you and your employees through the critical transition from the working years to retirement, focusing on strategies that seek to grow, preserve, and transfer wealth effectively.

Participant-Centered Focus

We are dedicated to empowering every plan participant with the knowledge and tools needed to pursue their retirement goals. Through personalized one-on-one meetings, our experienced advisors address individual questions, helping to ensure that no participant is left uncertain. Time and again, we’ve witnessed employees take confident steps toward their future once they understand the actions required.

Your Fiduciary Partner

As an employer, you bear significant fiduciary responsibility when offering a corporate retirement plan. We’re here to share that burden by serving as an ERISA 3(21) co-fiduciary or, when necessary, as an ERISA 3(38) fiduciary. Our partnership helps to ensure you have the support you need in the following key areas:

• Developing and maintaining a tailored Investment Policy Statement (IPS)
• Performing regular investment reviews with comprehensive reports and documentation
• Conducting vendor analysis and benchmarking plan fees
• Monitoring investment performance and managing replacement processes
• Maintaining a secure electronic fiduciary file accessible to clients
• Hosting education and enrollment meetings for your team

With Adams Wealth, you can feel confident that your retirement plan is not only compliant but also better positioned to meet the needs of your business and your employees.