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CORPORATE RETIREMENT PLAN SERVICES

We combine the best features of major Wall Street brokerage houses with the benefits of working with a local, boutique firm. Our independence helps us provide you with retirement plan solutions that meet your company’s goals as well as your employees' retirement savings objectives.

Plan success requires more than just a traditional suite of advisory services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee satisfaction and success. Our comprehensive service includes:

  • Plan design and fee analysis
  • Provider search and evaluation
  • Investment policy statements
  • Investment selection and monitoring
  • Employee communications and education
  • Retaining and rewarding key employees

Educating and Protecting Our Clients
We are committed to providing employers with solutions and education to assist them in meeting their fiduciary obligations and to implement policies and procedures to mitigate employer liability.

Employee Tools
We provide our clients with access to the Manhattan Ridge “One Portfolio” which allows clients to view their financial picture comprehensively. This technology also helps with personal support/ assistance for employees in achieving more successful retirement outcomes.

Maximizing Plan Design
We will review the design and operational features of your retirement plan from an unbiased perspective, matching them to your corporate goals and objectives and the needs of your employees.

Benchmarking Your Plan
Employing multiple benchmarking solutions, we provide employers comprehensive reporting to cut through the confusion and frustration of selecting and monitoring retirement plan providers.

Retaining and Rewarding Key Employees
Manhattan Ridge Advisors can assist you in developing programs to recruit, reward, and retain your most highly qualified and valuable employees.