Through our SECURE Retirement Plan Process™, we deliver a comprehensive approach to the Discovery, Education, Adoption, and Implementation of your company’s Retirement Plan. Support for your organization’s retirement benefits should go beyond the plan, which is why we build trust with Plan Sponsors and empower Plan Participants with the education and guidance they need to confidently navigate their financial future.
Explore our SECURE Retirement Plan Process™. Built For Your People.
S - Study
We review & analyze your current plan design, parameters, and the needs of your organization1. We want to understand “What is important to you?” By understanding & evaluating your plan goals, we can identify opportunities to better support your plan participants.
E - Explore
We review plan capabilities for opportunities to improve your plan structure. We work with you to develop a process for ongoing, objective benchmarking, and the value of regularly reviewing and benchmarking your investments and education plan1.
C - Compel to Act
If benchmarking uncovers plan strategies that prove more suitable for your organization, we’ll guide you through a thoughtful transition, reviewing your overall asset allocation mix2, formulating an education plan for your participants, and identifying and addressing any concerns.
U - Understand
We assist you in defining the roles and responsibilities of your team and ours, developing Fiduciary processes and procedures, and formalizing an annual Fiduciary calendar of plan deliverables, including the implementation of an Investment Policy Statement (IPS).
R - Retain
We introduce our “Four-R” strategy (Recruit, Reward, Retain & Retire) to assist in retaining your employees through our ongoing One-on-One participant enrollment and education sessions. We collaborate with your team to create an ongoing participant communication and education plan, so all employees get the same experience.
E - Evaluate
We continuously monitor the plan, service providers, and fees to make certain these are meeting your needs. We review and track the plan investments against your IPS, industry updates, and participant metrics for impact on long-term Retirement Readiness for participants1.
At JCC, we believe the cornerstone of a successful Retirement Plan is delivering ongoing Fiduciary Processes and Oversight, and an impactful Education Plan to prepare participants for a long-term successful retirement.
1 JCC serves as an intermediary to many service providers and can provide information (from those service providers) that is designed to assist you and your Plan; however, the universe of service providers with which they interact may be limited to those with which NewEdge has selling agreements.
2 NewEdge, in its role as a Registered Investment Advisor (RIA), does not serve as a Fiduciary under ERISA (The Employee Retirement Income Security Act of 1974) and does not provide investment opinions/recommendations/advice to you, your plan, or plan participants. Jacobs, Coolidge & Company, LLC may operate in a 3(21) Fiduciary capacity subject to ERISA guidelines.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
