Broker Check

Employer-Sponsored Retirement Plans

Continuum Wealth Advisors, LLC serves as a trusted advisor to employers, providing advice and consulting services for all types of retirement plans. We offer a comprehensive approach to managing your retirement plan and assist you, as the employer, to satisfy your fiduciary responsibilities as a plan sponsor. These services include:

Investment Reviews

  • Establish an investment committee
  • Write an Investment Policy Statement
  • Lead routine investment review meetings
  • Detailed fund analysis and recommendations
  • Review of fund managers

Cost Analysis

  • Recordkeeper, TPA, and custodian cost comparisons
  • Fee and plan feature benchmarking versus other employers
  • Educate employer on “who is paying what?”

Provider Selection

  • Define employer’s requirements and desired plan features
  • Advice on various platforms (e.g. bundled vs. unbundled)

Employee Education

  • Group education sessions
  • Individual one-on-one meetings
  • Access throughout the year to financial professionals

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