Retirement Plans
SevenHills Plan Advisors, LLC, a National Retirement Partners (NRP) member firm, is a diversified financial services organization focused on helping corporations and individuals manage their financial resources. We are independent of the product and are dedicated to delivering solutions that are designed to meet each customer’s unique long-term goals and objectives.
As Retirement Plan Specialists, we are committed to providing clients with objective guidance regarding retirement plan solutions. We will help client’s control plan costs, maximize investment performance, optimize employee learning, and enhance the fiduciary review process.
SevenHills will help you with the following:
Provider Due Diligence – The quality and appropriateness of the plan provider’s products and services are vital to a successful retirement program. We will perform a thorough assessment of your plan’s current product and service solution. We can help you conduct a provider search and evaluation using state-of-the-art benchmarking tools and resources, like the SearchPro Plan Provider Review Process . Our goal is to provide you the plan that meets your needs at the most competitive cost structure.
Investment Selection and Monitoring – Combining our expertise in retirement services with your specific objectives, we strive to design an investment program structured around meeting your business needs and helping your participants achieve their retirement goals. We will conduct ongoing reviews throughout each year focused on assessing the health of your investment program to make sure it performs to acceptable peer group benchmarks.
To help select and monitor the investments, we will use comprehensive analysis tools, including Zephyr's Style Advisor, one of the most robust investment analytical tools available. Each investment is evaluated by more than a dozen different and objective analytical measurements. Performing this analysis on a regular basis is essential to documenting compliance with Department of Labor guidelines and minimizing exposure to fiduciary liability.
Participant Education - Leveraging many years of experience as well as the latest technology and research, we will work together to maximize your participant’s savings potential. Our communications program includes participant education meetings, one-on-one consulting, phone, and email access geared towards helping your employees plan for a comfortable retirement.
Fiduciary Management Consulting – A key measure of our success is defined by your level of comfort with your role as a plan fiduciary. Our thorough fiduciary management process will encourage proper due diligence activities in order to minimize the potential for unforeseen liability.
SevenHills helps you determine the right retirement program for your organization.
- 401k
- 401k with safe harbor
- SEP
- Simple IRA
- Money Purchase
- 403(b)
- Defined Benefit Pension
To learn more about SevenHills Plan Advisors, LLC contact:
Mark Boser, MBA, AIF at or 651-209-9814
OR
Steve Sawyer at or 651-209-9816
Securities offered through NRP Financial, Inc. Member FINRA/SIPC. Advisory services provided by NRP Advisors, Inc.
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