Take care of your valued employees with a retirement plan that offers meaningful benefits. As your partner, Everence provides a turnkey approach to support your important retirement benefits.
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.
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
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.
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.
Communication with employees
We help employees reach toward savings goals with regular enrollment and education meetings, one-on-one consulting and personalized financial guidance.
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.
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.
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.
Email us and we'll get back in touch with you as soon as possible.
Want to talk now? Give us a call.
Organization Services
800-348-7468
Help staff succeed
Improve employees' financial wellness
You want to help employees save more through your retirement plan. But your staff may have financial stress that prevents them from taking full advantage of your significant retirement saving benefit.
Everence can help with a wide spectrum of education and service offerings to help improve the financial success of your employees. Learn more.
Extras
Special benefits
Local service – Take advantage of our financial consultants around the country, 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.
