We take a comprehensive approach to your company's retirement plan, covering every aspect. Serving as co-fiduciary and sometimes trustee, we'll research options and design a plan based on high-quality investments and then provide your employees with all the education they need to make informed choices for their future.
We also conduct regular fiduciary reviews to ensure investment performance is up to par and discuss plan enhancements, when necessary.
Leverage our array of advisory services to simplify your job as a plan sponsor. Our team helps lighten the burden of fiduciary responsibility in this demanding regulatory environment by providing vital elements.
Your plan is customized to your specific needs. We'll analyze every aspect to determine the appropriate plan design and then create the most appropriate investment strategy.
Additionally, we collaborate with you in various ways.
As a defined benefits plan sponsor, you are entrusted with the task of managing the assets, but you may also be dealing with volatility in funding and coping with liability issues. Whether your plan is active, frozen, or terminating, the Retirement Plan Services team can help mitigate these concerns with these services.
We conduct a thorough analysis of your current plan, including its actuarial statement, Investment Policy Statement, asset allocation, and fees.
Asset allocation review
Our team conducts research to verify the effectiveness and identify the deficiencies of the current asset allocation.
If we find an investment inadequate, we identify alternate candidates for review.
With a century of experience investing for institutions, we have the expertise to meet the demands of defined benefit plans.
Liability-driven investing advice
If appropriate, we collaborate with you and any other plan advisors to create effective strategies to meet future pension liabilities.
We present quarterly performance reports and provide timely assistance to meet client needs.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not a Deposit - Not Insured by any Federal Government Agency
Rockland Trust Company and Rockland Trust Financial Services are not registered brokers/dealers and are not affiliated with LPL Financial.
Rockland Trust Online Banking gives you a variety of services that help you use and manage your accounts, whenever and wherever you want.
Rockland Trust makes it easy to manage all of your accounts with our simple online portals.
Rockland Trust gives you a variety of services that help you use and manage your accounts, whenever and wherever you want.