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We believe people deserve better than a one-size-fits-all solution.
Prevail’s retirement services team works directly with businesses and their employer-sponsored retirement plans. Our dedicated team provides comprehensive advisory services, benchmarking, record keeper selection, participant education and acts as a fiduciary under ERISA 3(38).
We take a collaborative approach to help our clients accomplish their financial goals in an affordable way. Our services and products are designed to help our clients plan, invest, save, and protect their money.
Saving
Saving for Retirement
Investing
Prepare for the Future
Business Strategy
Collaborative Approach
We are facing a national retirement crisis. Employees are retiring without a pension and without enough saved – yet we are living longer. The Department of Labor (DOL) believes that American workers’ savings efforts have been held back by conflicted advice, which the White House Council of Economic Advisers estimates an average of $17 billion of losses every year. Prevail’s comprehensive team approach offers strategic solutions for your participants and corporate retirement plan.
Our comprehensive plan and administration services comply with ERISA, DOL, and other regulatory requirements. Beyond the corporate retirement plan, your participants enjoy the benefits of working with Prevail’s fiduciary team. Our team designs tailored solutions aligned directly with their risk profile and long-term goals.
RETIREMENT & WEALTH MANAGEMENT
• Portfolio Analysis & Management
• Retirement Income Projections
• Asset Allocation
In addition to helping employees become retirement-ready, employer-sponsored plans can also be a tool for attracting and retaining qualified employees. With our help, you can design, implement, and maintain a high-quality retirement plan that meets the needs of your participants.
We are facing a national retirement crisis. Employees are retiring without a pension
and without enough saved – yet we
are living longer. The Department of
Labor (DOL) believes that American
workers’ savings efforts have been
held back by conflicted advice,
which the White House
Council of Economic
Advisers estimates an
average of $17 billion
of losses every year.
Prevail’s comprehensive
team approach offers
strategic solutions for
your participants and
corporate retirement plan.
Our comprehensive plan and administration services comply with ERISA, DOL, and other regulatory requirements. Beyond the corporate retirement plan, your participants enjoy the benefits of working with Prevail’s fiduciary team. Our advisory team designs tailored solutions aligned directly with their risk profile and long-term goals.
RETIREMENT & WEALTH MANAGEMENT
• Portfolio Analysis & Management
• Retirement Income Projection
• Asset Allocation
In addition to helping employees become retirement-ready, employer-sponsored plans can also be a tool for attracting and retaining qualified employees. With our help, you can design, implement, and maintain a high-quality retirement plan that meets the needs of your participants.
Each employee has a different retirement goal, so it’s normal that they would have different preferences for how retirement planning is presented to them. Our goal is to provide you with a variety of educational resources and methods to help you succeed. Employees are faced with a series of complex financial moments in both their personal and professional lives as they approach retirement. Many don’t want to navigate this complex journey alone and with Prevail beside you – you will have a trusted financial partner helping you every step of the way.
Plan Administration and ExpertiseOur administrators are here to help simplify and streamline the design, implementation, and ongoing management of your plan.
We commit to annual plan reviews to ensure you’re on track to meet your goals, that the strategies to achieve them are still working, and that the measures of success we’ve defined together are still relevant.
• Qualified plan and 401(k) plan investment advisory services – we make unbiased recommendations of products and platforms to fit the company’s particular needs, with ongoing monitoring of plan performance.
• Plan fiduciary services – we serve alongside plan trustees to implement policies and procedures to mitigate personal fiduciary liability, increase transparency, and reduce conflicts of interest. We have the ability to serve in either a 3(21) or 3(38) capacity.
• Consulting services – we advise on total plan design to help plan sponsors achieve their goals of recruiting and retaining talent and preparing participants to be “retirement ready”.
• Participant education services – we provide personalized education designed to increase participation and deferral rates and improve employee retirement outcomes.
• Non-qualified deferred compensation – we assist with designing and managing non-qualified deferred compensation plans to enhance
executive benefits.
Comprehensive Plan Consulting ServicesOur organization works directly with your company to help you navigate the retirement plan landscape.
Defined Contribution Plans:
You can count on our experienced retirement plan consultants to help you select, build, and maintain an employer-sponsored defined contribution plan that meets the needs of your business and employees.
401(k):
We can help ensure your plan design, educational tools, and resources will work together to increase plan participation and retirement readiness.
Safe Harbor:
A Safe Harbor plan is a qualified plan that uses a pre-determined employer contribution that is provided to all participants of the plan in exchange for an automatic pass on some annual nondiscrimination tests.
Get Participants Allocated ProperlyEducating employees about retirement savings is possible through webinars and other online tools. To ensure your 401(k) plan’s success, you need experienced partners who can manage administrative duties, recordkeeping, and legal compliance. We help companies reduce their administrative burden using our proven processes.
• Risk Profile/ Personal Allocation Assessments
• Group, One-On-One, and Webinar Based Meetings
• Active Re-Enrollment
Fiduciary ResponsibilityPrevail was founded upon the principle that clients are best served by working with an independent firm that serves in the trusted position of “fiduciary”; meaning our obligation is to work exclusively in you and your employee’s best interests. Therefore, we serve you in a comprehensive fiduciary capacity by offering processes and protection while designing your plan – and we ensure your plan avoids potential litigation. In addition to plan design, we include plan committee oversight and benchmarking fee analysis.
Our goal is to provide you with a variety of educational resources and methods to help you succeed. As regulations become more complex and fiduciary responsibilities
become more prominent, Prevail provides retirement services to companies that focus on comprehensive advice, a disciplined process, and client satisfaction.
Non-qualified deferred compensation – We assist with designing and managing plans to enhance your executive benefits package.
Open Architecture Model
Prevail’s 3(38) fiduciary oversight and open architecture structure allows participants a wide variety of investment strategies that align with their retirement readiness, goals, and risk tolerance.
Minimal Liability – We serve as your 3(21) or 3(38) investment fiduciary.
• Guidance – We are a partner who consults with you to design a plan to meet your needs.
• Efficiency – Proper Plan Design 3(38), 3(16).
• Convenience – Monitor and manage your account online.
• Education – Online tools and learning modules.
Get individualized service and strategies that may be adjusted to your needs from a group of knowledgeable retirement plan administrators. We take advantage of diverse investment options, fiduciary backing, and timely insights into industry challenges. You can trust Prevail and it’s wealth management consultants to provide your employees with the same high-quality retirement plan services often reserved for much larger organizations.
• Transparency – We benchmark your plan and fees against others.
Employees will have an easier time thinking about and acting on their long-term financial goals if their retirement plan is straightforward and easy to understand. When you have an accurate picture of the difficulties your workers experience on a daily basis, you can provide them with the resources they need to feel more confident in their financial outlook.
The phase of life where investors accumulate assets. During this phase more risk can typically be tolerated since there is more time to achieve goals and objectives. Often there are short-term needs that must be considered (such as employment promotions or purchase of a home).
Wealth often accumulates more rapidly during this phase as an investor’s income typically outpaces expenses. Most large purchases and immediate cash needs have already been addressed. The time horizon until the next phase is getting progressively shorter.
Typically known as retirement, wherein earned income has mostly, if not completely, ended and investment income from accumulated assets is now the primary source to pay living expenses. Risk tolerance tends to be considerably lower as volatility and fluctuations are less desirable.
Prevail is committed to providing you with the utmost peace of mind when conducting business with us by securing all funds in your account. We take the security of your accounts and personal information very seriously, and we regularly assess our procedures with this goal in mind.
We take the next step forward with an integrated platform to deliver personalized advice, financial wellness, and comprehensive financial planning tailored to your needs. There are many different ways that an employee could save for retirement, and the right strategy is different for each individual. Because of this, the plans should be highly customized and based on the goals, ambitions, and specific needs of the employees.
Strategic Research and Advice
Plan Governance
Plan Documents, Procedures, and Compliance Assessments
We develop wealth-building strategies that allow retirement income to be withdrawn at a lower tax bracket. Our philosophy is that clients should not only diversify by asset class and type to protect against market volatility, but also diversify to protect against higher future income taxes. If you are a business who offers defined contribution or defined benefit plans to your employees, we can help.
Investment Portfolios
Tax-Efficient Withdrawal Strategies
Estate Planning
Legacy Planning
We Have Answers
Leadership Team
You can trust Prevail’s management team because they are among the best in the wealth management field and have extensive experience in the retirement sector.
Experience & Confidence
We have the ability to see the retirement business as a whole thanks to our depth of experience and range of services. We do this by drawing on our extensive institutional knowledge of employee benefit programs across the organization in ways that no one else can. We have extensive experience working in the retirement sector.
Protecting Clients’ Interests by Mitigating Risks
Our company designs retirement plans that support the human resource objectives of organizations. To ensure our clients are getting the value they expect, we work with these same organizations to identify the retirement plan vendors that are best suited to their needs, goals, and objectives.
• Consistent / Scheduled Employee Meetings
• Webinars for Offsite Employees
• Financial Wellness Services
• Comprehensive Trustee Reporting
Independent retirement plan providers are your best bet for a personalized plan and attentive care. If you want to make your employees feel more confident in their ability to achieve their financial objectives, you can offer them a wide variety of investing options and provide them with the education and support they need.
Preserve, Protect, and Perpetuate your Wealth
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The website has several strategies and topics discussed throughout the content. It is important for prospective clients and website visitors to know there are different entities that offer specific levels of advice, support, or guidance. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Real Estate Opportunities, LLC a propriety real estate division. Prevail Innovative Wealth Advisors, LLC, Prevail Innovative Real Estate Opportunities, LLC and Prevail Strategies, LLC have common ownership and control.
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