IT’S TIME FOR A CHANGE IN DIRECTION
Overseeing corporate retirement plans can be challenging: There are market fluctuations, fiduciary liabilities, compliance requirements, and the unpredictability of financial needs in retirement. With so much uncertainty, how can employers feel confident about their retirement plans and stay competitive—attracting and retaining the quality workforce they require?
We consult with plan sponsors and design plans around the long-term financial objectives of the company and those most critical to its success. Often the goals are to attract new talent, reward key contributors, reduce expenses, manage employee turnover, reduce financial stress among the workforce, or install best practices for regulatory compliance. Whatever the objective, Intercare has the expertise to help clients navigate through all possibilities, ensuring confidence when selecting their retirement plans.
OPTIMIZE RETIREMENT RETURNS
We continually review available funds to optimize investment lineups. Our fund ranking methodology provides plan participants access to top choices in each asset class. To ensure each plan’s investment menu meets fiduciary responsibilities, we employ the most reliable analytics including Broad-based Market Updates, Investment Policy Statement and Individual Investment Peer Group Analysis.
FIDUCIARY COMPLIANCE SERVICES
- Service Provider Comparison
- Total Cost Analysis
- Investment Opportunities
- Provider Contract Review
- Investment Analysis Reports
- Scorecard Fund Ranking
- Minimize Plan Costs
- Maximize Return Potential
- Maximize Participant Benefits
- Minimize Plan Costs
