Are your retirement plan providers meeting your company, management, and employees' needs? Does your provider offer investment choice, cost control, education, and reduction of fiduciary risk, while providing a high level of service? As a plan fiduciary you owe your plan’s participants the best possible solution.
Savant provides an innovative package of investment advice and consulting services to qualified retirement plans. Savant manages plan assets, educates participants, and guides plan sponsors on fiduciary, plan design and administrative matters. We work closely with your various professionals, including actuarial, third-party administrators, accountants, and legal providers. Savant has advised retirement plans since 1986.
Savant provides plan trustees and other fiduciaries with direction regarding how to optimally maintain and monitor a top quality retirement plan consistent with ERISA, Pension Protection Act, Department of Labor guidelines, prudent investment standards, and global fiduciary standards of excellence.
As an independent, fee-only advisor – among an industry crowded with conflicts of interest – we believe our independent status is unique and allows us to remain impartial in our advice. We accrue no benefit from brokerage services, commissions, finder fees, sub-accounting or product sales of any kind. Thus, we are free to focus strictly on providing and implementing sound fiduciary advice and disciplined investment strategies for your company’s pension needs.
Our record is consistent as evidenced by our repeat appearances on top advisor lists published by notable authorities as Worth magazine, Barron’s, Bloomberg Wealth Manager, Reuters, J.K. Lasser, and The Family Wealth Alliance.
Savant offers plan trustees, fiduciaries, and participants with expert services in five primary areas: plan design, fiduciary consulting, investment consulting, helping participants pursue long-term retirement success, and participant education.