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EMPLOYER RETIREMENT PLANS
People are a company’s most important asset. Let us help you enable their financial security.
why us
ThirtyNorth Investments offers in-depth expertise in retirement plans and has provided investment advisory and consulting services to small businesses for over twenty years. Our comprehensive Thin(k) process assists employers with plan administration.
In recognition that people are a company’s most important asset, the goal for our services is to enable financial security for the retirement of plan participants.
Our fiduciary retirement plan services include:
- ERISA 3(21) or ERISA 3(38) fiduciary services
- Consultative support for plan sponsors and business owners
- THIN(k) Plan Review proprietary process
- Management of plan investment lineup
- Customized quarterly reports and periodic presentations
- Annual review of Investment Policy Statement
- Assistance with plan design
- Oversight of recordkeeper and TPA
- Facilitation of RFP process for recordkeeper and TPA, as needed
- Oversight of conversion process if change in recordkeeper is made
- Ongoing assistance with new employee enrollment
- Reasonable, transparent fees
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Find out about our plan offerings
Have a discussion with a retirement plan expert to have all your questions answered.
What can you expect?
The support of having a Fiduciary as your partner.
Different plan offerings
Our proprietary Thin(k) methodology