Our Executive Benefits programs helps business owners and key executives supplement their retirement savings using tax-efficient strategies.
We understand how to bridge the gap created by limits on 401(k) deferrals, matching plans, and social security benefits to work towards building wealth for highly compensated individuals. Our long term, tax-aware strategies include:
Plan design assistance
Non-qualified plan financing
Asset allocation and investment advice
Wealth accumulation and preservation
Retirement Plan Consulting
Sheridan Road provides plan fiduciaries with comprehensive consulting services to help them create competitive, holistic plan designs that address company goals and help drive participants working toward retirement readiness.
Our team of experts provide plan design assistance and guide plan sponsors through the ever-evolving retirement plan landscape. Our non-fiduciary services include:
Defined Contribution and Defined Benefit plan design assistance
Participant education and communication – holistic and value-based
Financial wellness strategies
To help plan sponsors manage risk, we offer the following fiduciary services:
Investment oversight – selection assistance, monitoring, reporting and open architecture investment structure
Investment selection, review and monitoring
Plan design assistance with potential enhancement
Assist in identifying Qualified Default Investment Alternative (“QDIA”)
Participant Worksite Financial Solutions
Today’s employees face many financial challenges. Competing for retirement saving dollars are home purchases, college education financing, student loan debt, healthcare costs, and disability and life insurance fees.
Sheridan Road understands this perspective and offers retirement plan sponsors the educational tools and support necessary to help plan participants gain financial wellness. Our multi-faceted services can include:
Customized and comprehensive educational meetings addressing budgeting, priorities, and solutions
Financial literacy and budgeting tools
“Robo” advisory services
Private wealth management
Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.