Are you getting the most

out of your corporate retirement plan?

For many plan sponsors, managing a corporate retirement plan has become a frustrating and time-consuming task. Our team recognizes the necessity of streamlining the process.

Today’s employment and fiduciary climate demands a Retirement Plan Specialist who gives your plan and participants the time and attention each deserves. You need a resource who serves as an extension of your company and who is always working to your benefit.

The Retirement Plan landscape is constantly evolving and makes it increasingly challenging for employers to keep up without help. We provide a single point of contact solution for your administrative and fiduciary needs. Our services include:

Click for more information on Head Investment Partner’s fiduciary services.

We can help design plans from simplistic to very complex and assist with every step of the implementation process. Plan design evaluation is essential to aligning plan goals and participant demographics. This process involves assessing the retirement readiness of your workforce and its impact on organizational health by continually evaluating, measuring, and aligning the financial wellness strategies.

HIP prides itself in creating an individualized service program dedicated to meet your specialized needs. In a continuing effort to enhance employee financial wellness, Head Investment Partners develops education strategies based on a targeted approach to improving retirement readiness. We offer in-person, virtual, and recorded educational seminars along with onsite enrollment support.

Participants can schedule a personal retirement planning consultation with our team. Regardless of market conditions, our team at Head Investment Partners is always here for you and your participants. Whether you want to know if you are saving enough for retirement or have concerns about your account investments during uncertainty in the market, we are your resource.

We conduct a comprehensive RFP, annual fee benchmarking, and investment review.

Head Investment Partners provides a well-documented, results oriented, fiduciary focused process. We provide access to all Plan Sponsor documents, TPA documents, and Fiduciary Documents in one place. 

Your resource where you will find all the documents we provide to help you reduce the fiduciary liability you face in managing your retirement plan. Go there now.

Allow our team to do the heavy lifting for you. We can help ensure that your company and its employees always have a plan that meets your needs.

More resources

Retirement Times

Sound investment decisions are rarely made under the weight of worry. The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness.

Retirement Times

More and more workers are taking hardship distributions from their 401(k) accounts, a recent report shows.

Fiduciary Hot Topics Q3 2023

Assets in Retirement Plans Top $35 Trillion

Retirement Times

According to recent data from the National Council on Aging and the Women’s Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement plan.

Retirement Times

Financial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets.

Retirement Times

The relationship we forge with our future selves can greatly impact financial decision making in the present. Research conducted by social psychologist Hal Hershfield using functional magnetic resonance imaging revealed that subjects with a stronger connection to their future selves were more likely to delay gratification and make more prudent financial choices.

Q2 Fiduciary Hot Topics

If current trends continue, the Social Security trust funds will be completely depleted in 2034. This is according to the most recent annual report published by the Trustees of Social Security. This is one year sooner than was projected in last year’s report.

Retirement Times

From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs and goals are as diverse as the workforce they’re part of. In response, many organizations have chosen to implement a multi-faceted financial wellness offering.

Retirement Times

By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness.

Retirement Times

When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things that you can do proactively that will keep the plan—and plan fiduciaries—out of trouble. These tasks aren’t required by law, but they are certainly worth deciding whether you want them to be on your Should-Do list.

Q1 Fiduciary Hot Topics

New proposed rules for ESG investing were published in 2021.

Retirement Times

Across the nation, more and more workers are expecting to postpone retirement. In fact, more than 40% of older employees plan to retire later than anticipated because of inflation.