Retirement Plan Services

Do you need an investment fiduciary for your organization’s retirement plan?

Whatever the size company, plan sponsors face many challenges in planning for their company’s retirement program. As a leader in retirement services, we understand the level of detail required when building and managing a company’s retirement plan. Regions has the knowledge and experience to guide you toward results. Our team works with plan sponsors to help them find the best solutions to meet their organization’s unique needs.

Regions Relationship Consultants take a consultative approach in assessing each organization’s retirement program. They administer multiple types of both Defined Contribution and Defined Benefit plans. Since Regions remains unbiased when it comes to retirement plan providers, we are able to sit on the same side of the table with our clients, evaluating their current retirement program and finding solutions that fit their organization’s size, demographics and goals.

Such solutions involve retirement and investment consulting operating in either a 3(21) or 3(38) capacity. When working with our clients to build an integrated strategy, Regions’ retirement professionals offer the following solutions:

• Investment Fiduciary Services:3(21) fund recommendations or 3(38) fund selection and monitoring, Investment Policy Statement development and adherence, investment reviews, economic updates.
• Plan Design & Administration: review plan design functionality, plan demographics review, plan administration oversight, administrative recommendations and recordkeeper search assistance.
• ERISA Assistance: Compliance monitoring assistance, including 408(b)(2), fee benchmarking, legislative updates.

At Regions, we take pride in listening to the needs of our clients and designing plans that will ultimately help them attract and retain key employees. Click here to connect with our team to determine how Regions can help guide your organization’s retirement program.