Retirement Plan Consulting Services | Titan Wealth Advisors

PLAN WELL. ACHIEVE SUCCESS.Corporate Retirement
Plans That Last

Offering a goal-based retirement plan to your employees is vitally important, but navigating the ever-changing fiduciary landscape can prove notoriously difficult. With a time-tested process to help drive competitive outcomes, organizations turn to Titan Wealth Advisors for their retirement plan needs.

Our client roster comprises corporations from a variety of industries ranging in size from small business to large multinationals.

We collaborate closely with leading plan sponsors and HR departments—leveraging the latest research, analytics and fiduciary best practices—to serve as a true partner with business owners, Committees and HR leaders in helping them meet retirement plan obligations and desired outcomes.

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SUPPORTING YOUR NEEDS

Every Step
of the Way

Successful retirement plan outcomes are driven by a successful process.

– Kevin VandenHaute, Co-Founder

Many financial advisors offer retirement plan consulting services, but few can match our ability to thoroughly evaluate plans, identify problems, and leverage deep technical knowledge and relationships to overcome challenges and deliver successful comprehensive solutions for the sponsor and participants.

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Plan Evaluation

Evaluate current retirement plan(s), including details from plan design and fees, to investments and fiduciary oversight concerns.

Vendor Selection & Management

Analyze vendors and select the right vendor partner(s) to achieve desired outcomes.

Target Date Fund Suitability & Selection

We guide Investment Committees through the important process of determining suitable and appropriate target date solutions for their diverse population of stakeholders.

Plan Design & Governance

Start with the proper plan design and setup to ensure alignment with company culture and objectives, through regular meetings and custom reporting with the Investment Committee.

ERISA Fiduciary Investment Oversight

Provide professional service, care and prudence to help Committees adhere to a thoughtfully designed Investment Policy Statement.

Benchmarking of Fees, Services & Plan Results

Help sponsors design the right success metrics—including participation, retirement readiness and suitability of participants’ asset allocations.

Employee Education & Guidance

Assess the educational needs of plan participants and direct specific corporate and outside resources to address them.

Participant Outcome Strategies

Practice strategic planning with end goals in mind—a process designed to keep participants engaged and on track with ambitious yet achievable outcomes.

CONTACT TITAN WEALTH ADVISORS

Chart the Path to Your Retirement Goals

GET IN TOUCH WITH TITAN

CONTACT TITAN WEALTH ADVISORS

Chart the Path to Your Retirement Goals

GET IN TOUCH WITH TITAN

TITAN WEALTH ADVISORSOffice

1668 S. Telegraph Rd., Suite 100, Bloomfield Hills, MI 48302

(844) 530-6755

info@titanwealthadvisors.com

Securities offered through Aurora Securities, member FINRA/SIPC. Fee based investment services provided through Secure Asset Management, LLC., a registered investment advisor. Titan Wealth Advisors, LLC is independent of Aurora Securities and Secure Asset Management, LLC.

TITAN WEALTH ADVISORSOffice

1668 S. Telegraph Rd., Suite 100 Bloomfield Hills, MI 48302

(844) 530-6755

info@titanwealthadvisors.com