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Retirement Services for Corporations

Retirement Services for Corporations

Experienced professionals.
Tailored strategies.

Oppenheimer's Retirement Services Department works hand-in-hand with our Financial Professionals to deliver customized strategies to retirement plan sponsors and participants. We work to help manage fiduciary responsibility and implement the appropriate processes for plan decision-making. Some of our services include:

  • Employee communications and participant guidance
  • Fee and service benchmarking
  • Investment policy development and maintenance
  • Plan investment due diligence, recommendation, monitoring and reporting
  • Retirement plan design
  • Vendor searches – RFI and RFP

Tailored strategies designed for unique plan sponsor goals.

Whether you are a for-profit corporation, a non-profit organization, or a Taft-Hartley fund, we understand that your individual plan sponsor goals and objectives are different. With that in mind, we can help invest and maintain your plan assets appropriately. Our guidance is unbiased and in the best interest of the plan sponsor and its employees. In other words, we have no proprietary administration or mutual fund products that conflict with our advice.

Different structures and plan designs may be appropriate depending on the type of plan sponsor and the purpose of any plan in place. Fully bundled administration, recordkeeping, and trustee services may be right for some, while completely unbundled service providers may be right for others. Various 401(k), 403(b), profit sharing, defined benefit, or nonqualified deferred compensation plan designs may also be suitable depending on your needs.

Providers count on us to provide a full scope of services.

In addition to offering guidance on the selection and retention of suitable service providers for employers’ retirement plans, we advise fiduciaries on the implementation and maintenance of investment strategies for their plans. We can also help educate employees on the retirement plans available to them through their organization, and provide participants with personalized advice concerning the investment and asset allocation of their plan account.

Oppenheimer Financial Advisor

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