Employer retirement plans

Take care of your valued employees with a retirement plan that offers meaningful benefits. As your partner, Everence provides a turnkey approach to retirement benefits, and we will walk with you through every step in offering and maintaining a successful plan.

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Features and benefits

Benefits for you and your employees

Experienced specialists at Everence can help you set up a retirement savings plan. We offer a broad array of retirement plans, as well as a one-on-one approach to help you set up the best plan for your employees.

Flexibility

You and your employees can customize your plan details.

You choose

We offer a range of plan designs.

Great prices

Low-cost investment options and competitive pricing.

Leading technology

Easy mobile and online account services and access.

Fully bundled

We include the whole package of retirement services in our prices.

Plan options

Choose from a broad array of plans

 

Let's talk 

Email us and we'll get back in touch with you as soon as possible.

Contact us

Want to talk now? Give us a call.

 

Organization Services

(800) 494-6622

Key features

Six drivers:
For a successful retirement plan

We are here to help you manage the six critical parts of a retirement plan. Find out more about these elements and how we'll help.
A manager working with employee

Investment management

Our independent qualitative and quantitative screening offers you top-performing funds while avoiding those that might expose your plan to investment and compliance risk. Plus, you have access to socially responsible investing choices, to allow your employees to express their values
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Record-keeping and administration

Our experienced partners offer fully bundled services for you and your employees. Our partners monitor eligibility tracking and conduct all testing and regulatory paperwork, as needed.
A team meeting in progress

Employer communication

So you have timely, accurate information, we offer start-up meetings, regular reviews with senior leaders, and a single point of contact who can offer ongoing consulting assistance.
Employer talking to an employee

Communication with employees

We help employees reach toward savings goals with regular enrollment and education meetings, one-on-one consulting and personalized financial guidance.
Team members work around a screen

Fiduciary responsibility

As an employer, you hold the ultimate fiduciary responsibility for your plan. We can support you in your fiduciary responsibility for investment management, contributing to your plan’s success.
A planning meeting in progress

Feasibility and plan design

We review your plan documents and consult with you to determine if your plan is up to date in meeting your current needs, those of employees and the regulatory requirements that apply. Then we talk to you about any ideas to adapt your plan to ensure it’s good for everyone involved now and into the future.

Extras

Special benefits 

Local advisory services; Take advantage of our advisors, who offer trusted expertise to your organization and employees. Ask us to visit your organization and help your leaders and employees take full advantage of your retirement plan.

 

Budget and debt counseling – Offer free confidential assistance to your employees from a certified counselor on a full range of basic financial issues and questions, at no cost to your organization.