Financial wellness for your people. Fiduciary oversight for you.
Does your retirement program need a refresh?
You want to offer a solid retirement plan to your employees but, as the organizational complexities of your company increase, so do your concerns:
Is our retirement benefit as competitive as we want it to be?
How well are we covering our fiduciary responsibilities?
Is financial stress weighing down our employees?
Will a merger, acquisition, or other corporate action create chaos?
Responsibly offering your best can feel like an overwhelmingly heavy lift.
We believe your employees deserve a generous retirement benefit, and:
You deserve a better way to offer your best.
Get support.
When you partner with LoVasco, one of our seasoned consultants serves as your outsourced Chief Retirement Officer, fully accountable for all things retirement and workplace savings.
We're honored to be trusted by:
Here's what you can expect to gain.
01
A plan that makes good sense for your company.
From defined contribution arrangements that feel “pension-like” (without the pension risk) to sophisticated deferred compensation arrangements that attract, retain, and reward top talent, we design integrated workplace savings solutions that meet a broad array of needs in your organization.
02
Independent investment consulting.
Our approach to fiduciary investment consulting unlocks innovative, unbiased strategies, allowing us to build a true "all-star-lineup" of investment options that serve your company and your employees’ best interests.
03
Checkmarks in all your fiduciary boxes.
Legal regulations are intricate and ramifications are costly. So, we lead plan fiduciaries through a prudent decision-making process and provide a procedural framework to mitigate risk.
04
Employees who are financially fit.
We understand that if employees are stuck on basic financial management issues, long-term savings can feel completely out of reach. That's why we start with the basics, freeing them to make good decisions about retirement savings given their unique circumstances.
05
Standby support for all related “what nows?”
If it has to do with your organization's retirement program, we’re on call to help you navigate curve balls. But, don’t worry. We're known by our clients for "getting things done" before they can steal time from the day.
Let's get to know one another.
Ted Bidigare
Stefanini Group
Start the conversation.
In an initial meeting, we’ll listen carefully to your goals and concerns and gather detailed information to craft each layer of a successful employee retirement and savings program.
Following our meeting, we’ll do a top-to-bottom assessment of your current plan and fiduciary framework. Then, we'll present an action plan that pairs best-in-class investments with personalized financial advice to offer your employees an industry-leading workplace savings program while mitigating fiduciary risk for your company.
You may still be wondering...
Have another question? Reach out!
Help for you helps everyone.
With the support of an outsourced Chief Retirement Officer, you can trade:
an underperforming plan for one that puts each employee on track to retire well (replacing income in retirement like the old pension plans used to).
unmet ERISA requirements for done-for-you, carefully managed fiduciary legal and compliance responsibilities.
losing people to other companies for recruiting and retaining top talent with competitive financial wellness, retirement, and deferred compensation benefits.
Cheers to a healthier, more productive workforce!
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