Focused on You.
When you partner with a team that enjoys the ins-and-outs of a retirement plan, be prepared for a new way of thinking. One that creates an experience with lasting and impactful results. We believe that as an employer you have the power to create successful retirement outcomes. And we are not afraid of the hard work and dedication it takes to boldly ask the question: “Can we do more?” Which is why we aim to provide employers and employees with the best experiences and options that seek to achieve retirement readiness.
Our experience supporting retirement plan clients has given us knowledge covering all aspects of plan operations, including managing plan conversions, changing service providers, updating and monitoring investments, vendor benchmarking, fee analysis, monitoring the plan’s overall health, and employee engagement. Combining our expertise and passion in retirement services with your specific objectives, we strive to help you design a workplace retirement program that meets your business needs and helps your employees on their path to retirement.
We work with retirement plan committees to deliver an integrated, best practices approach that puts in place tools, processes, and organizational structures leading to well‐informed decision‐making, risk management and, potentially, a higher probability of successful outcomes for your plan.
The need for prudent, practical, and consistent oversight is more important than ever before. At HUB Retirement and Wealth Management, we understand the concerns and challenges our clients face on a daily basis. We have real conversations to develop meaningful relationships with employers and employees, and through these conversations, we uncover strategies to seek mutual success. We gladly ask our clients how we can do more to help them prepare their employees for retirement and manage their fiduciary responsibilities.
We utilize financial wellness programs to pursue dramatic improvement of the health of your retirement plan through increasing deferral rates, reducing loans, and improving the way your employees plan and invest for retirement.