In our ever-evolving world, we believe that corporate-sponsored retirement plans need a fresh perspective. We understand that one-size-fits-all solutions simply won’t cut it anymore. That’s why our dedicated team works directly with businesses and their employer-sponsored retirement plans to offer a comprehensive range of services. From advisory and benchmarking to record keeper selection, participant education, and acting as a fiduciary under ERISA 3(38), we’re here to guide you every step of the way.
Addressing the National Retirement Crisis
We’re living through a national retirement crisis. Employees are retiring without pensions and often with inadequate savings, despite longer life expectancies. The Department of Labor (DOL) estimates that American workers lose an average of $17 billion each year due to conflicting advice. We understand the urgency of this situation and take our comprehensive team approach to provide strategic solutions for both participants and corporate retirement plans.
Building 360° Retirement Readiness Solutions
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 Services
We are committed to elevating your financial future through our sponsored Corporate Retirement Benefits program. We understand that preparing for retirement, whether as an individual or a corporation, requires careful planning and smart investment strategies. Our program is designed to provide you with the tools and expertise needed to navigate this journey effectively.
Recruiting and Retaining Employees through Retirement Plans
Beyond preparing employees for retirement, employer-sponsored plans can be potent tools for attracting and retaining top talent. With Prevail’s assistance, you can design, implement, and maintain high-quality retirement plans that cater to your participants’ diverse needs. We recognize that each employee has different retirement goals and preferences for retirement planning. Our mission is to provide you with a wide array of educational resources and methods for success. As employees approach retirement, they face a multitude of complex financial decisions in both their personal and professional lives. Prevail is here to guide them through this intricate journey, ensuring they don’t have to navigate it alone.
Plan Administration and Expertise
Our team at Prevail plays a pivotal role in simplifying and streamlining the design, implementation, and ongoing management of your retirement plan. We commit to conducting annual plan reviews to ensure your goals are met. Our in-house retirement plan team collaborates directly with plan committees and trustees to provide a comprehensive set of services, including investment advisory, fiduciary support, participant education, and assistance with non-qualified deferred compensation plans.
The Investor Life Cycle
At Prevail, our primary goal is to provide you with diverse educational resources and methods for success. As regulations become more complex and fiduciary responsibilities take center stage, we offer retirement services that prioritize comprehensive advice, a disciplined process, and client satisfaction. We understand the significance of non-qualified deferred compensation and are equipped to assist in designing and managing plans that enhance your executive benefits package.
Open Architecture Model
Prevail’s 3(38) fiduciary oversight and open architecture structure empower participants with a wide variety of investment strategies aligned with their retirement readiness, goals, and risk tolerance. This approach minimizes liability for businesses and promotes transparency, efficiency, convenience, and education.
Flexibility and Transparency
We recognize the importance of flexibility and transparency. We provide employers with individualized services and adaptable strategies, including traditional and Roth corporate retirement plans. We benchmark plans and fees against industry standards to ensure clients receive optimal value.
In conclusion, Prevail Corporate Retirement Benefits is committed to providing tailored solutions that guide businesses and employees through every stage of the employee lifecycle. We understand that a well-structured retirement plan is not just a financial tool; it’s a strategic asset for recruiting and retaining top talent. Prevail positions itself as a trusted partner in navigating the intricacies of retirement planning, and redefining retirement for businesses and employees alike. With Prevail, you’re not just reimagining retirement; you’re redefining it.
Prevail Contact Information:
The name “Prevail” references independent services offered by Prevail Innovative Wealth Advisors, LLC (Prevail IWA), Prevail Strategies, LLC, and Prevail Alternative Assets, LLC (PAA).
Prevail Innovative Wealth Advisors, LLC, is a federally registered investment advisor. Registration with any securities authority is not an endorsement of the services offered by the investment advisor. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Alternative Assets, LLC, was formed to provide real estate investment opportunities for high-net-worth individuals looking for diversification.
Prevail Innovative Wealth Advisors, LLC, Prevail Strategies, LLC, and Prevail Alternative Assets, LLC, are affiliated because they are under common ownership and control. Prevail Innovative Wealth Advisors, LLC, Prevail Strategies, LLC, and Prevail Alternative Assets, LLC, do not provide tax or legal advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future.
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