Employee Benefit Plans

Employee Benefit Plans

Employee Benefit Plan Sponsors

As a retirement plan sponsor, managing a plan for your employees comes with significant fiduciary responsibility and liability. Shorepoint helps you create a successful corporate retirement plan for your organization while minimizing fiduciary risk for executives, owners, and HR professionals.

Experienced fiduciary, research and investment professionals

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Our team’s in-depth understanding of retirement strategies, security and fund research, prudent investment options, fiduciary responsibility, employee education and regulatory policies— including ERISA Section 404(c)—helps you execute a plan to provide optimal value and benefit for your employees. As a Shorepoint client, you’ll always have the direct support of—and access to—our principals.

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Independent, fee only, platform agnostic

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Shorepoint offers objective investment advice to plan sponsors without the conflicts of interest created by the commission structure of traditional retirement plan brokers. We are privately owned and completely independent in our approach—we have no allegiance to any one retirement plan product, platform or provider.

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Shorepoint’s Corporate Retirement Services include:

Plan Benchmarking
Plan Provider Evaluation
Recordkeeping Platform Review
Investment Policy Statement Development

Asset Allocation Guidance
Investment Selection
Employee Enrollment and Education
Plan Co-fiduciary