facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Corporate Retirement Plans

RiversEdge Offers Simplified Retirement Plans

By working with you in a comfortable environment, we want you to feel confident in speaking about your finances and the goals you have in mind. With us, you can expect a conversation with not only your advisor but your trusted peer. 

Get a Proposal Now:

get started



Three roles we play:


Private Wealth Management Wilmington, DE RiversEdge AdvisorsPlan

Advisor

More⟶

Financial Planning Wilmington, DE RiversEdge AdvisorsFiduciary

Partner

More⟶

Investment Management Wilmington, DE RiversEdge AdvisorsParticipant

Education

More⟶



cOMMON 401k qUESTIONS:


What are my all-in fees?

Is my plan design appropriate for my business?

How can I improve benefits for my employees?

Is my plan set up the best way possible?



PLAN ADVISOR

PLAN DESIGN & PLAN BENCHMARKING

  • Plan Design
    • Analysis
    • Goal Setting
    • Customization
  • Plan Benchmarking
    • Analysis
    • Investment Analysis
    • Provider Analysis

One-time fee based on complexity.

FIDUCIARY PARTNER

FIDUCIARY FITNESS & INVESTMENT CONSULTING

  • Fiduciary Fitness
    • Fiduciary Education
    • Compliance Documentation
    • Ongoing Benchmarking
  • Investment Consulting
    • Fund Selection
    • Fund Monitoring
    • Investment Policy Statement

Annual financial planning fee and quarterly investment management fee.

Participant Education

Retirement Readiness & Investment Education

  • Retirement Readiness
    • Goal Setting
    • Deferral Amount Selections
    • Progress Monitoring
  • Investment Education
    • Asset Allocation
    • Fund Selection
    • Portfolio Diversification



Who we work with:


1

You own a privately held business with 1-1000 employees.

2

We like each other! While it may seem odd, we have our greatest impact working with people we love to be around!

3

You are looking for a partner to act as a co-fiduciary, develop the most efficient design and create proactive employee education program for your retirement plan.


n/a

n/a