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