Broker Check

Retirement Plans for Business


Retirement Redefined:  Challenges for Modern Retirees

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At SRCM we believe that pre-retirees must plan more than ever for a successful retirement.  

Participants require an investment plan that helps them maximize their retirement assets and helps them retire on time with enough income to handle all the risks associated with retirement costs.

To provide a successful retirement plan and to enhance the stability and strength of your employees, plan sponsors need to develop a strong and cost effective plan for the participants.

We can help you design a retirement plan for better outcomes for your participants and lower plan fees.


We bring retirement and investment expertise to plan sponsors.

  • We help with plan design to make retirement possible.  Proper plan design has a direct impact on retirement outcomes. 
  • We can develop plans to target a specific retirement income replacement and provide experienced investment expertise.
  • We will partner with plan sponsors in understanding costs related to a satisfactory plan for sponsors and participants.

 

Saddle River Capital Value to sponsors

We provide management-needs assessment on whether current plan is working efficiently meeting sponsor and participant needs.

This includes:  Plan design and investment selection, effective communication and education, and we measure and monitor plan effectiveness and performance. 

A key element we provide : relieving participants from making their own investment decisions.  We can create and actively manage life style portfolios based on age and risk.

We also provide risk management by assisting with administrative tasks and fiduciary responsibilities, and providing resources to help plan sponsors understand their duties.


The Saddle River Capital Management Advantage:

  • SRCM has deep experience with planning a successful retirement plan.
  • SRCM works with a variety of record keepers and TPAs and some of the largest plan providers in the industry.
  • SRCM can act as a complete source for plan design and management or as an investment advisor and education provider for your plan.
  • SRCM has many years of experience developing life style portfolios and gaining the knowledge for sophisticated broadly diversified portfolios.
  • SRCM works with every type of retirement plan available.


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