Helping Your Business Attract, Retain & Reward Talent
A well-structured retirement plan can be one of your organization’s most powerful tools for attracting and retaining top-tier talent. At Old Orchard Wealth Solutions, we work with businesses to support the design and implementation of retirement plans that align with your goals—and help your team feel more confident about their financial future.
Whether your business is large or small, we offer strategic guidance on retirement plan solutions designed to enhance employee satisfaction and support long-term retention.
What We Provide
We partner with businesses to assist with:
- Plan Design Assistance and Implementation Support
Helping you select a structure that suits your company’s size, goals, and employee base
- Investment Analysis and Product Recommendations
Based on data and materials provided by plan sponsors and vendors
- Ongoing Monitoring Support
Assistance in reviewing investment options as disclosed by product sponsors
- Fee Benchmarking and Vendor Comparisons
Helping you evaluate cost and service efficiency across providers
- Plan Conversion & Transition Assistance
Coordination of changes across service providers to ensure a smooth process
- Employee Communication and Enrollment Meetings
Support for onboarding employees and enhancing engagement with the plan
- Education Policy Statement Coordination
Guidance on setting clear goals for employee education programs
- Investment Policy Statement Review
Assistance reviewing your IPS to help ensure clarity around roles and expectations
- Fiduciary Awareness and Compliance Education
Helping plan sponsors understand their roles and responsibilities under ERISA
Important: We do not serve as a fiduciary or discretionary investment manager. All investment options are presented as available through plan sponsors or vendors.
Let's Talk About Your Company's Retirement Strategy
If you're exploring new options or looking to enhance your existing plan, we're here to help guide the process.
