Corporate Retirement Services

SD Mayer’s corporate retirement services, through SDM Advisors, were created to support senior management with design, implementation and maintenance of your company’s retirement plan. Our objective is to make sure your plan is fully compliant with the fiduciary standards set forth in ERISA. Additionally, we recognize how important it is for every employee to be ready for retirement, and build customized education programs based on the unique characteristics of your organization.

Retirement plans are a necessity for any business that cares about its employees and wants to remain competitive in the job market. Offering a 401(k) shows your employees you care about them and their futures. You need an expert to optimize your plan and ensure it can deliver the most significant benefits to your team. SD Mayer can help you get started today.

Why Use Corporate Retirement Services to Build Your Plan?

Designing and carrying out a retirement plan for your business is a complicated and time-consuming process. You want to spend your time focusing on your company’s greatest needs, such as product development, management and leadership. While creating a retirement plan is critical to attracting and maintaining the best talent, you simply don’t have the time to initiate or administer a 401(k).

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Our services bridge the gap between your needs and your capabilities. We have experience setting up and nurturing retirement plans, with offices in the San Francisco Bay Area and Silicon Valley. Our flexibility and commitment to providing detailed information about our plans allow you to focus on what you do best without worrying about this component of your employees’ benefits package. When you pass this obligation on to us, you can enjoy peace of mind knowing we will work tirelessly on your behalf.

The Benefits of Our Corporate 401(k) Retirement Plan Services

By choosing SD Mayer to take over or create your retirement plan, you can enjoy many advantages. The first is the benefit of our experience. We have assisted many businesses just like yours with their retirement services. We understand the critical elements of success in such a transition, and we apply what we have learned to your company. We know that offering protection for your plan is equally crucial to maximizing your long-term outcomes.

Our knowledge informs our decisions and recommendations for your business. SD Mayer draws on all available resources to create plans you can trust and rely on. Just a few ways we look out for you include:

  • Education: We help you and your employees understand how the money saved under our plan can grow.
  • Third-party administration: You don’t have to worry about tending to your retirement plan internally.
  • Compliance: We are versed in regulations and guidelines for retirement plans and can ensure yours meets every stipulation.

Administering your retirement plan should be at the bottom of your to-do list. You have more pressing matters that deserve your immediate attention. SD Mayer allows you to concentrate on those tasks while we look out for your team’s future financial health. Contact us to discuss our corporate retirement plans and learn more about how our services can help.

Find out more at our Retirement site »

CASE STUDY

Growing Healthcare Technology Solution Provider Finds Success With SD Mayer’s Retirement Plan Solution

Armus, a technology solution provider focused on healthcare quality in Silicon Valley, sought assistance finding a retirement plan that better suited their growing company.

Download Case Study »

Benefits of Using SDM Advisors

INVESTMENT DUE DILIGENCE

SDM Advisors, LLC is a member of RPAG, a national alliance of accomplished advisors whose intelligence and ingenuity produce enhanced value for sponsors and participants in qualified and nonqualified plans. RPAG’s acclaimed technology platform outranks the industry in full-view metrics, safety-net compliance and clarity in communication. Today, RPAG is represented by over 400 member firms, serving 30,000 sponsors with more than $300 billion in collective assets under advisement (as of 06/30/2016).

WHY PLAN SPONSORS PREFER RPAG ADVISORS & SDM ADVISORS

Plan sponsors place high value on performance and trust in a relationship. That’s why SDM Advisors, LLC joined Retirement Plan Advisory Group (RPAG)—to offer with conviction one of the clearest choices in retirement plan consulting firms. SDM is a member of one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.

ROLE OF A RETIREMENT PLAN ADVISOR

Most prudent plan sponsors hire a plan advisor to help them adhere to ERISA’s rigorous standards and to meet their objective of offering a best practices retirement plan to their employees. ERISA rules are clear — every decision you make as a fiduciary must be in the best interests of plan participants and their beneficiaries, and certain relationships may result in prohibited transactions.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

SDM Advisors

SDM Advisors LLC is affiliated with Retirement Plan Advisory Group, and along with hundreds of expert advisors nationwide, are united in our mission to build a winning reitrement plan for employers and for their employees.

Pricing

There are two ways by which SD Mayer can receive payment for their services. The first is by a fixed percentage of plan assets. The percentage tends to be anywhere between 0.25% and 0.5% of plan assets. The second option is by a flat fee which typically fluctuates between $5k to $10k. Both of these options resemble annual recurring income.

Contact SD Mayer for Business Retirement Plan Consulting

The benefits you offer your employees reflect the values of your company. Give them the best possible plan to save for retirement by partnering with a corporate retirement advisor that understands the markets and wants to help you in the long term. We put extensive thought and care into every interaction to ensure you and your employees are ready for tomorrow.

Looking out for your employees by starting or updating a retirement plan can benefit your company for many years to come. Ready to learn more about our corporate retirement services? Contact us today to schedule a consultation.

Securities and Advisory Disclosure:
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through ValMark Advisors, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800- 765-5201. SDM Advisors, LLC is a separate entity from ValMark Securities Inc. and ValMark Advisers, Inc.

  • Service Plan Model

    As part of our corporate retirement services, we offer comprehensive planning and oversight. You won’t have to worry about the day-to-day aspects of running the plan or the long-term vision required to maximize your plan’s earnings potential. We make it easy. Our flexible options allow you to attract employees with a robust benefits plan that complements your needs and supports your values as a company. Our services include:

    • Plan Design: Plan design consistent with company philosophy,
    • Benchmarking: Provider that balances fees, services & investments.
    • Investment Advice: Select skilled investment managers.
    • Fiduciary Compliance: Fiduciaries rest assured.
    • Participant Outcomes: Participants achieve retirement income potential.

    We can help you at any stage of the retirement plan process. We have assisted startups with building their plans from the ground up and finding solutions that work with their company culture. We can step in to overhaul a current plan or help you start over from scratch. We meet you where you are and find a way to build your services so you can offer the retirement plan that fits your needs.

  • The Right Equipment

    Being a fiduciary requires the right equipment;  we can make available various tools and resources to support the process.

    Our tools are Knowledge, Expertise and Ingenuity

    • Set standards that are easy to follow
    • Helps eliminate uncertainty
    • Helps save time
    • Helps ensure compliance
  • Resources

    Our retirement team is backed with the full resources of the Retirement Plan Advisory Group.

    Plan fiduciaries have access to plan consultants, who are further backed by an ERISA department, investment department, RFP analysis department and an operation department.

    Plan participants have access to communications specialists through a bi-lingual department, an individual investment advice department, a financial consulting department and an investment department.

    Together, we provide you with a best-in-class retirement plan.

    At the start of each relationship, we set goals and objectives via a written Service Plan. We then track the timing and frequency of each service delivered and post all deliverables on our secure plan sponsor portal.

  • Benchmarking & Vendor Services

    Benchmarking is not about the lowest fees, but the balance of cost to features provided.

    Comprehensive Report Components include:

    • 400+ Data Points balancing services, investments and fees

    • Side by Side comparison for a thorough perspective

    • Employs Quantitative and Qualitative metrics

  • Investment Analysis

    Due Diligence for Investment Independence:  The Fiduciary Investment Review includes recommendations for fund additions, deletions and replacements

    Features of our Services Include:

    • Scorecard System for Fund Ranking
    • Asset Allocation Fund Monitoring
    • Investment Analysis Reports
    • Investment Policy Statement
    • Quarterly Market Summary

    Clients rely on our investment review process to:

    • Enhance investment opportunities
    • Manage & control risk
    • Reduce exposure to fiduciary liability
  • Fiduciary Guidance

    All-encompassing deliverable, the Fiduciary Plan Review provides education, documentation and plan metrics to meet fiduciary responsibilities and improve operational efficiency.

    • Evaluates plan design and compliance issues
    • Charts participation, deferral rates and plan performance
    • Benchmarking of Total Plan Cost
    • 404(c) Notice and Statement
    • Compliance Checklist
    • Fiduciary File Checklist
    • Investment Committee Charter
    • Ongoing Best Practices

    Fiduciary Briefcase: Our 24/7 secure portal, which includes a cloud-based filing system for all meeting summaries, newsletters, compliance documentation and more.

  • Education & Communication

    SDM Advisors maximize benefits for plan participants through:

    • Group and individual education meetings
    • Employee communication strategies
    • Asset allocation and investment guidance
    • Financial planning
    • Bi-lingual consultants
    • Education modules & employee memos/newsletters
      • Monthly plan sponsor newsletters keep clients abreast on the latest retirement plan news, legislative updates and industry trends
      • Each newsletter includes sample employee memos that you can print and distribute to your employees
      • Contributing writers and editors represent a staff of one dozen professionals with average industry experience over 10 years.

Thought Leadership

Our Retirement Services Team

M. Thérèse Hjelm
Director, Wealth Management
Cody Martin
Advisor, Wealth Management
Daniel P. Rush
Vice President, Wealth Management
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