Retirement Plan Consulting and Investment Management
Plan consulting is much more than picking mutual funds. As an ERISA fiduciary, Provence Wealth provides a multi-disciplinary service approach, so all bases are covered.
Step 1:
Plan Selection and Design
Select the best mix of retirement plans for your business. Construct the optimal plan design to meet your goals.
Step 2:
Team Coordination
Coordine segregated advisors (CPA, TPA, Recordkeeper, Provider) into cohesive team.
Step 3:
Investment Management
Build custom portfolios for pension plans, cash management, and structured settlement needs.
Step 4:
Compliance
Assist employers with IRS and DOL audits, as well as VCP submissions.
Benefits Consulting
Our employee benefits mission is to identify the values of your company, and build a comprehensive and affordable program, leveraging technology to streamline your offerings. We manage all major plans, including: Medical, Dental, Vision, Life, Disability, HSA, HRA, Long Term Care, and more)
Step 1:
Identify
- Define company culture.
- Build a comprehensive compensation package.
- Identify desired benefits.
Step 2:
Analyze
- Outline current benefits.
- Determine need and competitor offerings.
- Review cost to benefit analysis.
Step 3:
Strategize
- Ensure benefits provide for the needs of employees.
- Customize to control cost.
- Optimize for key employee recruitment.
Step 4:
Implement and Monitor
- Identify roles and responsibilities.
- Train staff.
- Employee education.
- Role out an online platform.
