For Employers
MOST FINANCIAL PROFESSIONALS
ECHELON GROUP
Empower Your Business with Tailored Financial Solutions to Retain Top Talent and Drive Growth
At Echelon Group, we understand that your business’s success hinges on the strength and satisfaction of your employees. That’s why we offer a suite of comprehensive financial services designed specifically for employers. Our qualified retirement plans are tailored to meet the unique needs of your workforce, ensuring that you can attract and retain top talent with robust 401(k) options and other retirement solutions. We take pride in creating executive compensation packages that not only reward your leadership but also align with your company’s long-term objectives, fostering a motivated and committed executive team.
ERISA Compliance
Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.
Fee Benchmarking
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage.
Investment Analysis
Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.
TDF Suitability
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.
Plan Design
Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes.
Employee Engagement
Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.
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Qualified Retirement Plans
We understand that providing a robust qualified retirement plan is essential for both businesses and individuals aiming to secure a prosperous future. Our qualified retirement plans are meticulously designed to help businesses retain their top talent by offering competitive and meaningful benefits. We tailor each plan to meet the unique needs of your organization, ensuring compliance with all regulatory standards while promoting employee satisfaction and loyalty.
Whether you are a small business with a handful of employees or a mid-sized company with up to 2,000 staff members, our comprehensive solutions are crafted to align with your specific goals and industry requirements.
Our expertise ensures that you can confidently defer income, build wealth, and achieve your retirement dreams without unnecessary stress. Our team of seasoned professionals is dedicated to delivering exceptional service and education, empowering you with the knowledge to make informed financial decisions.
Executive Compensation Services
We understand that executive compensation is a critical component in attracting and retaining top-tier talent. Our Executive Compensation Services are meticulously crafted to align with your company's strategic objectives, ensuring that your leadership team is motivated and rewarded appropriately.
We work closely with business owners, CFOs, and HR directors to design compensation packages that not only meet industry standards but also reflect the unique culture and values of your organization. Our comprehensive approach encompasses a variety of compensation elements, including base salary, bonuses, stock options, and long-term incentives. We prioritize compliance with fiduciary responsibilities and regulatory requirements, mitigating risks while fostering a competitive and equitable compensation structure.
By leveraging our deep expertise in financial planning and employee benefits, we help you create packages that drive performance, enhance employee satisfaction, and support your company's growth. In addition to designing compensation packages, we provide ongoing support and analysis to ensure that your compensation strategies remain effective and aligned with evolving business needs.
Our holistic solutions integrate seamlessly with your existing benefits programs, such as 401(k) plans, to provide a cohesive and attractive total rewards system. At Echelon Group, our mission is to empower your organization to make informed decisions that benefit both your executives and your overall business performance.
Corporate Asset Management
Our Corporate Asset Management services are tailored to meet the unique needs of businesses ranging from small enterprises to mid-sized companies with up to 2,000 employees. We understand that managing corporate assets effectively is crucial for enhancing employee retention, particularly among highly compensated individuals who are integral to your company's success.
Our expertise in corporate asset management bridges the gap between business objectives and personal financial goals, providing a cohesive approach that aligns employee retention with wealth-building initiatives.
By leveraging our deep understanding of fiduciary responsibilities, we help your business navigate complex financial landscapes, reducing risks and maximizing returns.
Echelon Group's holistic approach to asset management goes beyond mere financial planning. We prioritize the well-being of your employees by integrating financial wellness programs that empower them to achieve their personal financial goals. This not only enhances their sense of security and satisfaction but also contributes to a more motivated and productive workforce. Our tailored solutions are designed to support your company's mission of making a positive impact in the world, fostering a culture of transparency, integrity, and trust.
Our commitment to transparency and unbiased advice means that every recommendation is made with your best interests in mind, helping you build a secure and prosperous future.
