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.
Plan Selection and Design
Select the best mix of retirement plans for your business. Construct the optimal plan design to meet your goals.
Coordine segregated advisors (CPA, TPA, Recordkeeper, Provider) into cohesive team.
Build custom portfolios for pension plans, cash management, and structured settlement needs.
Assist employers with IRS and DOL audits, as well as VCP submissions.
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)
- Define company culture.
- Build a comprehensive compensation package.
- Identify desired benefits.
- Outline current benefits.
- Determine need and competitor offerings.
- Review cost to benefit analysis.
- Ensure benefits provide for the needs of employees.
- Customize to control cost.
- Optimize for key employee recruitment.
Implement and Monitor
- Identify roles and responsibilities.
- Train staff.
- Employee education.
- Role out an online platform.