Retirement Plan Management
We partner closely with organizations to establish best-in-class retirement plans that meet the goals of the business and provide benefits to employees. Let us create a retirement plan that is customized to your business needs.
How We Can Help
Qualified Retirement Plans
The retirement plan landscape is dynamic and challenging. Personal liability, complex laws and regulations, lack of fee transparency, conflicts of interest, and increased scrutiny by investors and regulators represent just a few of the trends we help you address.
Establishing and following a fiduciary process is vital to good decision-making when establishing a retirement plan. Vantage acknowledges fiduciary status in writing and works with your Retirement Plan Committee to implement best practices, minimizing plan and personal liability.
Through thoughtful asset allocation, we create diversified portfolios that are specifically designed to meet the needs of our retirement plan clients. The process is driven by the development and implementation of an Investment Policy Statement, with asset allocation guidelines, rebalancing procedures, security selection, rate of return targets, risk tolerance, and client goals.
Schedule a Discovery meeting today. Contact us at 775.502.8484 or by email