UNISON is your trusted advisor
Whether you’re considering a new employer sponsored retirement plan or evaluating your existing solution, you have a lot of important decisions to make. Your employees depend on you to make good choices and trust you with their future financial security. In addition, as a plan sponsor, you need to consider and monitor a number of variables to meet your ERISA defined fiduciary responsibilities. Having a trusted advisor to help you sort through your responsibilities can be a time saver as well as protect you from financial liability.
At Unison, you get an independent third party retirement specialist who will make sure you have the plan and provider best suited for your business. Your Unison retirement specialist, as a fiduciary to the plan, shares a stake in your plan right along with you. Unison does not have an affiliation with any one plan or provider. The bottom line? When you work with Unison, you can feel confident: the guidance we give is in the best interest of your employees and your overall plan goals.
What can a Unison retirement specialist do for you?
Choosing the right retirement plan design and options is not a simple task. When you work with Unison, our retirement specialists will help you navigate this complex marketplace. Different plans have different investment options, contribution limits, and administrative services. Through our industry experience and knowledge of your company, we’ll not only provide top-notch service, we’ll make sure that we develop a suitable retirement solution for your business. We specialize in the following:
• 401(k) plans
• SEP plans
• 403(b) plans
• Non-qualified plans
• Simple IRA plans
• Defined benefit-pension plans
• Profit sharing plans, including age-weighted and comparability plans
Get started.
Follow this link to explore the additional advantages of working with a Unison Retirement Specialist or contact us at 952.927.8997 to learn more about how we can help your company specifically.
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