Otter Retirement & Consulting Services, LLC is an independent client advocate whose sole purpose is to provide retirement and financial services that will enable each client employee to approach their retirement with knowledge and confidence.
Client companies will have a trusted advisor to provide unique, flexible and low cost solutions to their employee benefit needs.
Do you seem to be paying a large cost for your retirement plan while getting less service?
Do you feel your company is being treated as too small to warrant services that your employees really need?
We specialize in small and medium companies of less than 100 employees with an emphasis on 1-50 employee companies. We serve the Midwest, including Ohio, Western Pennsylvania, Michigan, and Indiana. Our services are broken down into three specialties:
Plan Sponsor (Employer) Services
Plan design consulting
Qualified plans
Non-qualified plans
Education/Communication consulting
Fiduciary consulting
Retirement vendor assessment
Investment reviews and investment monitoring
Plan audit coordination and monitoring
Discrimination testing assessment
Compliance monitoring
Participant Services
Enrollment meetings including:
One on one and group enrollment
Individual assistance with form completion, online enrollment tools, and selection of appropriate investment strategies
Periodic one on one assessment and revision of appropriate investment strategies
Education meetings. Topics include:
Retirement Plan Basics
Investment Basics
Understanding the Economy
Mutual Fund Basics
Benchmarking and Investment Performance Tools
How to Use On-Line Tools
Investment Strategies
Retirement Planning Strategies
Plan Loans – Pros and Cons
Education materials/newsletters
Vendor Search Consulting including:
Developing “key” needs list before search
Perform vendor search
Coordinate finalist meetings between client and vendors
Implementation and conversion monitoring
To learn more about our extensive and low cost services, please contact us.
