Retirement Plan Consulting

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SERVICES FOR PLAN SPONSORS INCLUDE:

  • Provide personalized attention for each participant
  • Maintain accurate individual/participant account records
  • Process transactions, including managing the workflow for loans, withdrawals, contribution changes, investment changes and terminations
  • Manage the employee contribution and loan repayment process on a payroll frequency basis

Fiduciary Risk Management for Plan Sponsors

To each organization we bring our best-in-class trusteeship, comprehensive fiduciary risk management, plan design, administration, regulatory compliance services and interactive financial literacy education.

EDUCATING AND GUIDING YOUR PARTICIPANTS

We focus on education to help each participant recognize the benefit of their plan and the importance of taking responsibility for their retirement. We’re committed to providing your participants with the information they need to help plan for a financially secure future. We provide a range of services for participant-directed transactions, contributions into the plans, and benefit payments out of the plans.

SERVICES FOR PLAN PARTICIPANTS INCLUDE:

  • Web access to account information and planning tools
  • Newsletters and retirement planning documents
  • Counseling of participants on the rules regarding loans and withdrawals
  • Quarterly statements of accounts
  •  Forecasting and savings analysis tools.

INVESTMENT OPTIONS

Burke Group does not promote or distribute any mutual funds of investment products. This is intentional, to avoid any potential conflicts of interest that could arise. Our record keeping system and trading interface is designed to work with five different sub-custodians. Advisers are free to pick the custodial partner they wish to invest with.
  • Open architecture trading platform
  • Over 20,000 mutual fund and collective trust fund options
  • Multiple fund families and brand name managers
  • Unlimited investment transfers
  • Self-directed brokerage accounts
  • Trustee and paying agent services