A comprehensive, competitive, easy to use, retirement plan is crucial to your ability to attract and retain employees. Along with our strategic partners, our Ziegler financial advisors bring their expertise and exceptional service to your company and your employees through a complete offering of employer-sponsored plans.
Your financial advisor will help you determine which plan is right for you, or help you determine if it makes sense to make a change if you already have a plan in place. Which ever plan you choose, you and your employees will receive the following benefits:
Retirement plans bring a tremendous responsibility when it comes to today’s regulatory and legislative requirements. Our package of services provides built-in compliance features to alleviate these burdens as much as possible.
Compliance is an integral part of our services and is evident throughout all functional disciplines, programs and documentation. Compliance experts are available to answer technical questions regarding ERISA, IRS and DOL requirements. They can also assist with plan corrections, analysis and assistance. Legal and regulatory changes and updates affecting retirement plans are routinely communicated using a variety of convenient avenues including teleconferences and newsletters.
Processing payroll is more than just investing ongoing contributions. Recognizing the downstream data needs in the administration of a qualified plan is at the core of our procedures and allows integration of required compliance testing into the payroll process. By leveraging a client’s existing environment, our experts are able to develop a step-by-step process to simplify data submission.
Through Ziegler, and in conjunction with our strategic partners, we offer any of the following plans. Consult with your Ziegler financial advisor to determine which is best for your organization.