Plan Sponsor Services

Clear Group Retirement brings 20+ years of experience working with plan sponsors and providing successful outcomes for their employees. We do this by understanding the goal of the organization and creating the plan design that best meets that goal. With our attention to details and ongoing service, we work alongside your team to ensure that the retirement plan continues to change with organizational changes and is valued as a true benefit to your employees.

  • Plan Design Assistance
  • Investment Committee Formation and Documentation Support
  • Fiduciary Education and Guidance
  • Audit Support
  • Regulatory Updates
  • Quarterly Plan Sponsor Newsletters
  • Customized Employee Education and Enrollment Support