Your employees lead demanding lives with many priorities vying for their time. Day-to-day management of a retirement account is not high on their to-do list. That’s why we designed the ONE Retirement Plan Program with today’s investor in mind.
Many + ONE = Retirement Readiness
Our plan is designed to help employees reach tomorrow’s goals, not just enjoy today’s tax advantages. ONE Retirement Plan gives your employees a better chance of reaching retirement readiness, because we begin with the end in mind.
We accomplish your goal through a combination of plan design elements, investment structure, and annual retirement income projections and reporting.
We work with you to set plan objectives. We’ll be frank: We recommend that your plan works toward enabling employees to accumulate the capital needed to replace 80 percent of their pre-retirement income when combined with other sources over a normal career cycle. This may sound like an audacious goal, but it’s more attainable than you might think.
Many + ONE = Institutional Investment Management
Our plan doesn’t rely on your investment expertise or employees’ hunches and hopes. It’s a proven, disciplined approach used by institutional investors who can’t afford to be without highly diversified portfolios. We know this, because we manage money for institutional investors.
ONE Retirement Plan works with a top investment consulting firm, Nothern Trust, to construct a simple but very effective investment structure. Together, we apply a proprietary process to construct powerful portfolio solutions typically reserved for the largest pension plans. How can we do this? Through the power of many. Our plan’s size and scope allows us to make these strategies accessible and affordable for our retirement plan investors.