Clearview Advisory - Retirement Planning Services
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Retirement Planning Services

 
PEOPLE FOCUSED

The financial wellbeing of your employees is our main objective.

AGILE PROCESSES

Gain access to the buying power of large groups and the flexibility of a boutique.

TRANSPARENT

We are committed to your plan’s performance. Project management moves goals forward with clear documentation.

Straight-Forward

Retirement Plan Advisory Services

NO SURPRISES!

COST-EFFECTIVE SAVINGS PLAN

PROVIDE MEANINGFUL BENEFITS

EFFICIENT USE OF EMPLOYER CONTRIBUTIONS

WELL INFORMED C-SUITE

ATTRACT & RETAIN TALENT

A Partner Working for You

  • Administration

    Your organization will receive a tailored roadmap, including scheduled, ongoing administrative calls, tracked action items, and progress reports for the committee.

  • Communications

    Employees receive comprehensive financial education to meet them where they are on their path to retirement. Employees save more because they understand and appreciate the benefit.

  • Financial Wellness

    Defining retirement readiness is different for each organization. For most employees, becoming retirement ready involves ongoing education and multiple savings priorities. Our consultative approach takes into account your employee demographics to build a meaningful benefit.

  • compliance

    Our documented fiduciary process includes a committee charter, member acceptance letters, fiduciary training, audit support and annual compliance calendar.

  • investments

    We can be a co-fiduciary or investment manager. Your choice. A customized investment policy statement guides decisions on diversification, asset allocation and appropriate share classes. Reports are designed to be clear and concise so the committee can make informed decisions.

  • cost management

    We analyze the market to ensure you get the most attractive offerings for the most reasonable price. Employer contributions are part of a holistic view of employee benefits.

Our Proven Success Model

  • FIDUCIARY PROCESS

    Investment Fiduciary
    Retirement Plan Committee
    Documentation

  • RECURRING ADMIN CALLS

    Custom Report Summary
    Targeted Communications
    Education Meetings
    Ensure Compliance is Submitted

  • SEMI-ANNUAL MEETINGS

    Discuss & Document Goals
    Take Meeting Minutes
    Plan Expense Analysis & Benchmarking
    Review Investment Monitoring Criteria
    Investment Searches
    Custom Quarterly Reporting

Resources

Are you ready for an audit?

39%

39% of all DOL investigations result in deficiencies & fines.

Are you compliant?

17%

17% ($1 million) increase in DOL fines for non-compliance with fiduciary duties.

Is your plan advisor a fit for you?

38%

38% of the plan sponsors surveyed are concerned about their fiduciary duty.

Let’s Talk!

 

Our Team

GREG FIORE

GREG FIORE

MANAGING PARTNER

MEET GREG

“IF A CLIENT HAS THE SAME VALUES AND CULTURE, AND THEY VIEW THE WORLD THE WAY WE VIEW IT, THEN WE WANT TO PARTNER WITH THEM.”

JENNIFER PEARSON

JENNIFER PEARSON

LEAD CONSULTANT

MEET JEN

“OVER TIME, YOU JUST NATURALLY FIND A BETTER PROCESS, TWEAKING IT HERE AND THERE.”

TOBY REGAL

TOBY REGAL

LEAD CONSULTANT

MEET TOBY

“WE CONTINUE TO REINVEST AND LOOK FOR CREATIVE WAYS TO HELP BOTH EMPLOYERS AND EMPLOYEES.”

“WE TREAT EVERY SITUATION AS A UNIQUE, INDIVIDUAL SITUATION.”

EDWARD WOJTON

EDWARD WOJTON

LEAD CONSULTANT

MEET ED

“OUR CLIENTS WANT THEIR EMPLOYEES TO BE SUCCESSFUL IN THEIR RETIREMENT PROGRAMS.”

CHRISTINE THURMAN

CHRISTINE THURMAN

ACCOUNT MANAGER

MEET CHRIS

“IT’S THAT INTIMATE RELATIONSHIP WE HAVE WITH OUR CLIENTS.”

LAURA GARCIA HALLS

LAURA GARCIA HALLS

ACCOUNT MANAGER

MEET LAURA

EMILY JENNINGS

EMILY JENNINGS

ACCOUNT MANAGER

MEET EMILY

“THE MOST REWARDING THING IS TO FIND CREATIVE WAYS TO BE HELPFUL.”

GLENN SHAW

GLENN SHAW

INVESTMENT CONSULTANT

MEET GLENN

“OUR CLIENTS CAN FOCUS ON RUNNING THEIR BUSINESS WHILE WE MANAGE THEIR EMPLOYEE SAVINGS PLANS.”

NAN HEE HONG-GONZALEZ

NAN HEE HONG-GONZALEZ

OPERATIONS MANAGER

MEET NAN HEE

“WE ARE A PERFECT FIT FOR OUR CLIENTS.”

“BY BEING ADAPTABLE, WE’RE BEST ABLE TO SERVICE THE CLIENT’S CHANGING NEEDS.”

STEPHANIE GABA

STEPHANIE GABA

REPORTING ANALYST

MEET STEPHANIE

“EACH CLIENT IS DIFFERENT AND WE CATER TO THAT.”

LORENZO LEON

LORENZO LEON

REPORTING ANALYST

MEET LORENZO

“COMMUNICATION IS ESSENTIAL FOR MAINTAINING STRONG RELATIONSHIPS WITH OUR CLIENTS.”

KATE BARTON

KATE BARTON

MARKETING COORDINATOR

MEET KATE

RETIREMENT PLANNING SERVICES