Retirement Plan Services

Plan consulting and wealth management

As a business owner, you understand that your people are your greatest asset. Having a great retirement plan is one of the best ways to attract and retain top talent. Providing a quality retirement plan and promoting financial wellness creates happy employees – and happy employees are more productive, which helps increase profitability. That’s a win-win for everyone!

That’s why Aprio’s Retirement Plan Services team puts your employees at the center of the equation. We provide comprehensive services that include plan design, employee education, strategic advisory, and, of course, compliance.

We work closely with clients to maximize the value of their retirement plans and make it easier to offer this important benefit. Let us help you make your retirement plan a cornerstone of your employment brand that can help you grow your workforce and your business.

Contact Michael Saulnier to learn more about Aprio’s Retirement Plan Services.

Retirement Plan Services Articles

Michael Saulnier
Michael Saulnier

Director, Retirement Plan Services
770-353-5908

    Services

    Financial Wellness

    By offering ongoing financial education and communications, we help employees move beyond participation to craft individual retirement savings strategies.

    Strategic Advisory

    We support you through plan reviews, investment selection, monitoring and more. For clients where we are serving as the plan’s investment advisor, we provide direct employee access to an advisor to answer general questions about their investments.

    Administration

    Aprio* provides a full suite of compliance services such as plan testing and Form 5500 filings and comprehensive plan design consulting. We keep you and your plan committee informed and on track through scheduled administration calls, activity reports and easy to read status reports.

    * “Aprio” references both Aprio Wealth Management and Aprio Benefit Advisors. Aprio Wealth Management and Aprio Benefit Advisors are separate entities. Plan administration services are provided by Aprio Benefit Advisors.

    Cost Controls

    We help you manage plan costs through market analysis and regular benchmarking. We diligently work on your behalf to reduce plan fees.

    Investment Advisory**

    We work with you to craft your investment policy statement and provide easy to read reports that help educate and guide your plan committee to make smart investment decisions.

    ** Investment advisory services are provided by Aprio Wealth Management.

    Compliance

    We can help you experience painless compliance management by handling plan amendments, filing your annual Form 5500, assisting with compliance testing and IRS, DOL and other government agency reporting. If the need arises, we’re also here to provide IRS audit support.

Retirement Plan Services Downloads

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"Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor.  Securities are offered through Purshe Kaplan Sterling (“PKS”) Investments, Inc., member of FINRA/SIPC.  Aprio Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. are separate and unaffiliated.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results.  Investments involve risk and are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here."
Morison KSi Independent Member
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