RETIREMENT SOLUTIONS

Retirement Solutions:

A Consultative Approach

Sovereign Global offers a team of consultants who provide unbiased guidance, market expertise, fiduciary best practices, and industry-leading products, resources, and services that support your plan sponsor, 401(k), and individual retirement business.

Workplace Retirement

Our fee-based Retirement Plan Consulting program is designed to help you take maximum advantage of the unprecedented opportunities in the workplace retirement market. Through the program, you can offer one-time or ongoing non-discretionary advisory services to qualified retirement plans, with the option of charging a flat fee or a fee based on a percentage of plan assets.

 

We offer you support in assisting plan sponsors with their fiduciary duties, including: 

  • Investment policy statements

  • Investment selection and monitoring

  • Participant education and advice programs

  • Vendor bench-marking

Contact Us

Securities and investment advisory services are offered through Sovereign Global Advisors, Registered Investment Advisor and members of FINRA and SIPC.

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