Compass

Employer Solutions

In today’s complex regulatory environment, it is crucial for employers to align with a firm that has the expertise, scale and process developed to deliver an optimum retirement plan solution. As excellent retirement plan advice is something we strive for, Blue Rock 401k Group focuses on helping companies design, implement and monitor their retirement plans. We have created a successful process that makes the selection and monitoring of retirement plans manageable for companies of all sizes.
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For Employers


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Education

  • Strategy

  • Implementation

  • Education Policy Statement

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Investment Consulting

  • Selection

  • Monitoring

  • Investment Policy Statement

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Fiduciary Fitness Program

  • Fiduciary Education

  • Process & Compliance

  • Fee Benchmarking

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Plan Design

  • Analysis

  • Goal Setting

  • Customization

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Plan Participants


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Retirement Readiness

  • Deferral Amounts

  • Monitor Progress

  • Goal Setting

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Investment

  • Asset Allocation

  • Fund Analysis

  • Fund Selection

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Financial Planning

  • Newsletters

  • Seminars

  • Key Executive Planning

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Resources

  • Blue Rock Advisors

  • Professional Education

  • Provider Material


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