Retirement plans are the foundation of a company’s benefits program. We offer a wide variety of retirement plan designs for employers including programs specifically suited for highly compensated employees, prevailing wage and Davis-Bacon contractors.

Every company has unique needs when it comes to designing their retirement plan, however we have found that all companies share similar goals, including:

  • Manage fiduciary responsibilities and minimize risk
     
  • Prepare employees for retirement
     
  • Meet regulatory requirements
     
  • Receive timely and accurate service
     
  • Offer a broad array of high-quality investments
     
  • Motivate participants to utilize resources available and to enroll in plan
     
  • Deliver an effective education program
     
  • Provide an effective communication strategy
     
  • Offer a competitive plan
     
  • Outsource routine functions to service providers
     
  • Be recognized and get credit for the benefit program

     

The Retirement Plan Optimizer, our innovative evaluation process, assures you that your company’s plan will be designed and customized to meet any special circumstances or features your company requires.
 

Click here to learn more about the Retirement Plan Optimizer

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Securities & Investment Advisory Services offered through Registered Representatives of MML Investors Services, Inc.

Supervisory Office: 530 Fifth Avenue, 14th Floor, New York, NY 10036 Phone: 212.536.6000

Patterson Smith Associates, LLC is not an affiliate or subsidiary of MML Investors Services, Inc.

Phone (800) 572-8859 • Fax: (888) 469-1922 • Email: info@psabenefits.com
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