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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:

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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.

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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

The Retirement Times

Cashing Out on Tomorrow: When Personal and Market Economies Diverge

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Q2 Fiduciary Hot Topics

Congress releases SECURE 2.0 technical corrections discussion draft

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The Retirement Times

Help Participants Avoid These TDF Missteps

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The Retirement Times

Avoiding Social Media Pitfalls in Retirement Planning

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The Retirement Times

The Gen X Savings Crisis: How Plan Sponsors Can Help

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Q1 Fiduciary Hot Topics

DOL Releases New Fiduciary Advice Proposal

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The Retirement Times

Proposed Legislation Aims to Help Young Workers Put Time on Their Side

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The Retirement Times

2023 has been a year of growth, challenges, and remarkable achievements, and we want to take a moment to express our sincere gratitude for your unwavering support and partnership throughout this journey.

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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.

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Retirement Times

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

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Fiduciary Hot Topics Q3 2023

Assets in Retirement Plans Top $35 Trillion

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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.

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With more than 100 years of collective experience, our team embraces a client-first culture and focuses on building genuine relationships that last.

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Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.

Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Opinions Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.

Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.