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Products & Services

Retirement Services

Sponsoring a retirement plan shows your staff members that you value them and are committed to helping them build a financial future.

Expert advice from Cowan can give you peace of mind as you navigate the legal and financial complexities of selecting, establishing and managing the right plan for your group.

Cowan coordinates the RFP process and analyzes the results to help you choose a plan provider. We advise plan sponsors on plan options and implementation, as well as day-to-day plan management. We provide a secure, online client portal to organize your fiduciary file and keep track of communications and reports.

To promote participation, Cowan organizes a full presentation for your employees. Your Cowan advisor and plan provider will be on hand at your employee meeting to explain the retirement plan you’ve selected in detail.

As a plan sponsor, knowing your fiduciary responsibilities will protect you from personal and corporate liability.

Cowan provides ongoing education to ensure that companies avoid prohibited transactions and maintain proper compliance with relevant laws and regulations.

• Vet plan providers and third-party administrators
• Customize service plan and delivery goals
• Benchmark fees, services and plan performance
• Communicate plan to employee
• Advise on plan management
• Educate leadership on fiduciary responsibilities
• Ensure proper compliance

Please note: Cowan’s Retirement Services consultants do not currently offer investment advice.

Call Us (855) 942-6926