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Business Retirement Planning


Help your employees save for a comfortable future.

A retirement plan is one of the most important benefits your company can provide to its employees. Rockland Trust's Retirement Plan Services team delivers an excellent array of solutions and support for both Defined Contribution and Defined Benefit plan sponsors. We enable you to provide a plan that is effective and flexible for participants, while efficient for your company to administer.

Our comprehensive retirement plan services for plan sponsors include:

  • Consulting:  We'll evaluate your existing plan and then recommend design features that address your objectives and the demographics of the work force.
  • Fiduciary Matters:  We take fiduciary duties very seriously.  As a co-fiduciary, we provide oversight and due diligence so that you can concentrate more on what you do best - running your business.
  • Vendor Search:  In addition to our own proprietary products, we will compare vendors we feel are well suited to the characteristics of your plan.
  • Investments:  We will select and deliver a broad array of suitable investments, then continually monitor their performance.  For participant-directed plans such as 401(k) plans, participants may either select their own funds or opt for a professionally managed model portfolio.
  • Education and Advice:  Our team coordinates and delivers regular educational sessions and one-on-one advisory consultations, helping you articulate and achieve your retirement goals. Our Financial Consultants are highly qualified, and most are Certified Financial Planners™ with specialized training in Defined Contribution and Defined Benefit plans.
  • Fiduciary Reviews:  Our team meets regularly with plan sponsors to discuss our service plan for the upcoming year, review investment performance, and consider potential plan enhancements. 

As a fiduciary to the plan, we can reduce your risk while ensuring that the plan operates smoothly, is in compliance with all regulations, and is in the best interest of your plan participants. For a summary of our Business Retirement Plan Solutions, click here

To reach a member of our team, contact Sean McGarry, AIF®, Director of Retirement Plan Services at 800.826.6101, or email Sean.McGarry@RocklandTrust.com.

 

Contact IMG:



1.800.826.6101


- Fill out our contact form

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Watch and learn about our Business Retirement Planning Services: