Employer Sponsored Retirement Plans

When it comes to managing your firm’s retirement plan, we oversee all aspects from design to implementation and ongoing management. We are proud to be a member of the Retirement Plan Advisory Group (RPAG), a national alliance of over 400 member firms with $450 billion of assets under advisement representing over 40,000 plan sponsors. RPAG provides its members premier technology, tools, and resources (including exclusive products) that help dedicated retirement plan advisors deliver custom tailored solutions to create successful retirement plan outcomes for plan sponsors and participants alike.

Our service model is designed to deliver a comprehensive suite of services to support the needs of you and your employees. FNL’s Retirement Plan services include:

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Innovative plan designs optimized to help achieve your goals

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Management of Plan Sponsor’s Fiduciary Responsibilities

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Robust investment analytics for your plan’s core investments and target date funds

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Plan governance consulting and documentation

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Plan benchmarking

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Committee education modules

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Participant engagement and education with our award-winning wellness solution¹ Financial Fitness for Life

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Vendor selection (RFI/RFP) services

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Provider relationship management

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Strategic guidance on relevant industry impact issues and legislation

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Liability driven investment (LDI) strategies for pension plans

We also have strategic partnerships with several payroll firms to help streamline the plan administration process – resulting in an increased value and convenience for you.

Whether your plan is a 401(k) or a type of defined benefit plan, from implementation to ongoing plan management, we are with you every step of the way. You can depend on FNL to provide extensive guidance and unparalleled service on a year-round basis.

Sample Benchmarking Reports

Source: PlanTools™ – 01/31/2022

Source: Fiduciary Benchmarking Insights LLC, DBA Fiduciary Decisions (FDI) – 02/28/2022

Note: Illustrative projections only, not meant to be assumed rates of return and that past performance is not an indicator of future performance.

Flexible Fiduciary Support

We are able to act as a 3(21) investment advisor or 3(38) investment manager, providing a fiduciary standard to your retirement plan.

A 3(21) investment advisor:

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Provides customized investment recommendations to the plan and can provide general financial planning and asset allocation recommendations to participants to help them achieve their retirement goals

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Typically selects plan investments and presents them to the plan committee on a regular basis

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Does not assume which investments to include as options for participants – you maintain that control

A 3(38) investment manager:

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Has discretion and control over the plan’s assets and management

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Can accept the significant responsibility (and liability) of selecting, monitoring, and replacing investments

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Assume legal responsibility and liability for individual investments selected, allowing you to better manage and mitigate your fiduciary risk

1. HR Tech Outlook names Financial Fitness for Life “Company of the Year – 2020” https://www.globenewswire.com/news-release/2020/10/08/2105793/0/en/HR-Tech-Outlook-names-Financial-Fitness-for-Life-Company-of-the-Year-2020.html

Contact us to receive our free Plan Sponsor Guide. Click the image below to view the first three pages of the report.

Enter your name and email address, and the guide will be delivered to you via email.

Financial Network Limited - 26 Cherry Street - Milford, CT 06460

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Financial Network Limited makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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