Retirement and Savings Plans
EBHRI Solutions provides comprehensive consulting services to help employers design, implement and administer
retirement plans that support the company’s strategic objectives and enhance employee retention and morale.
Selecting an appropriate and affordable retirement plan is essential to attract and
retain top employees.
An experienced plan specialist will review employer objectives, budget, employee demographics,
current plan features and investment options to develop a comprehensive initial assessment.
They will address compliance concerns and identify areas to
leverage investments in technology, improve reporting, optimize pricing, expand investment
options and enhance employee communications.
We will assist you in the selection of a plan provider and in the final negotiations on pricing and
structure. Plan execution requires precise coordination and smooth execution. Services include
review of plan documents, contracts administrative service agreements (if needed) as well as
supervising the conversion or initial implementation process.
Our clients can leverage their access to the EBHRI Advantage™ portal to provide information on
their retirement plans. EBHRI can take a significant burden off your internal resources by being
the first line of contact for employees with questions or concerns.