Group Retirement Plan Services

STEP 1: DESIGN
STEP 1: DESIGN
STEP 2: BUILD
STEP 2: BUILD
STEP 3: EDUCATE
STEP 3: EDUCATE
STEP 4: REVIEW
STEP 4: REVIEW

We partner with retirement plan sponsors to design, implement and manage retirement plans structured to meet the specific needs of plan sponsors and plan participants. Through our partnerships with established retirement plan service providers including asset managers and Third Party Administrators, we assist plan sponsors with participant education, investment selection and meeting fiduciary responsibilities. We work with the following types of plans:

  • 401(k) Plans
  • 403(b) Plans
  • Defined Benefit Pension Plans
  • Profit sharing
  • Union pension
  • ESOP
  • Simple
  • SEP

Glacier Investment provides diversified, low fee investment choices and education services to empower employees to take a more active role in their financial future.

Enrollment Meetings: Educate and promote plan participation.

Retirement Preparation: Encourage early plan participation and explain the importance of early deferrals to assist them in preparing for retirement.

Customized Participant Education: Based on employee demographics, we can address topics appropriate for their specific needs.

Plan Design Consultation: When necessary, make plan design recommendations based on given criteria.

Investment Policy Statement: Creation and management of a formal prudent investment management process is important to any plan.

Monitor Fiduciary Risks: Provide updates on DOL fiduciary changes and help sponsors meet all requirements.