HOW WE HELP & WHAT YOU NEED TO KNOW
A Cost-efficient,
Effective Plan.
As a sponsor of retirement plan services for your employees, you play a critical role in their future. We help your company reduce its retirement plan administrative burden, be cost-efficient, and help your employees plan for a successful retirement.
01
Plans are Evolving
Operating retirement plans can be complicated and confusing. Laws are changing, products are changing, participants are entering and exiting, service providers are acquired or want to provide additional services, organizations have employees leave key positions, and additional disclosure and plan analysis are required.
02
Experience Matters
Over 250 years of combined industry experience is applied to every retirement plan/pension client. In addition to over 25 advanced designations Hardy Reed also has four CEFEX Analysts on staff — more than any other firm in the US.
03
Your Liabilities
Plan sponsors are actively seeking professional, independent retirement plan experts, like our team at Hardy Reed, to help them mitigate their fiduciary liability through better plan governance.
In the know
Retirees did not receive help from their employers when retiring.
* Transamerica Center for Retirement Studies
CONTACT US
Ready for a Partnership Built on Trust?
Finding the right advisor for your wealth plan can be a daunting endeavor. In an industry where a job title no longer clearly identifies the services, relationships, designations, or expertise an advisor offers, how do investors choose the best advisor and firm for their needs?
Hardy Reed is built to take on fiduciary responsibility for our clients. What does that mean for you?
- We must act in your best interest.
- We must continually follow the investments we use on your behalf.
- We must evaluate all fees to ensure they are reasonable, including our own.
