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 March 2023

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.

Retirement Times February 2023

A full two-thirds of employees don’t receive guidance on managing their retirement plan benefit while offboarding. As a result, they leave accounts orphaned or unmonitored for years – as opposed to remaining an active part of their retirement planning.

Retirement Times January 2023

Investment policy statements (IPSs) are commonplace among retirement plans — with around 83% providing one. And that number tends to be even higher among bigger plans.

Retirement Times December 2022

Retirement Times November 2022

In September, the U.S. Department of Labor (DOL) released an Interpretive Bulletin that updates guidance on audits of benefit plans under the Employee Retirement Income Security Act.

Retirement Times September 2022

Offering the right blend of benefits for your target talent pool can give your company a competitive edge. While there’s no single ideal benefits package, there are tactics you can use to find the one that’s best for your organization.