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Retirement Plan
Services
For many companies and organizations, establishing and
maintaining a retirement plan can be complicated and can
pose risks for plan fiduciaries. We are here to simplify the
world of retirement plans for you. To achieve this, we
develop a customized program to fit your unique retirement
plan needs. This ensures a tailored & successful retirement
plan that lowers administrative burden, reduces costs, and
improves employee interaction and participation. We are
proud of our commitment to excellence and invite you to see
for yourself how our services make retirement plans better.
Retirement Plan Consulting Beyond a 401(k)
HUB Retirement Plan Services manages over $1.3 billion in
overall retirement plan assets across all types of plans. Our
consultants have vast knowledge & experience in all types of
retirement plans, both qualified and non-qualified:
For-Profit Companies Non-Profit Organizations
o Profit Sharing and 401(k) Plans
o Employee Stock Option Plans (ESOP)
o Defined Benefit Plans
o Non-qualified 409(a) Deferred Compensation Plans
Non-Profit Organizations
o 403(b) Plans
o
Governmental Entities
o Governmental 457(b) Plan
Additional Services
o Investment Selection & ongoing guidance
o Fiduciary & compliance support
o Tailored Employee Education
The HUB Advantage | 2021
