Phocus Retirement Services

Phocus Retirement Services

Phocus Retirement Services focuses on providing retirement plan services and strategies to plan sponsors and their employees. We work closely with our clients to:

  1. Determine the appropriate retirement plan design for their company
  2. Create an investment lineup focused on enhancing participant outcomes
  3. Educate participants on the importance of saving for Retirement
  4. Safeguard plan sponsors from potential fiduciary liabilities*

Our experience, combined with an understanding of our clients’ basic needs, helps us provide competitive retirement benefit programs that help attract and retain employees at a reasonable cost while helping them manage the operational and fiduciary liabilities that come with the plan.

We believe that helping participants learn about retirement plan investing encompasses everything from enrolling in the plan all the way through to distribution planning. We also believe the more smoothly a plan operates, the happier both our clients and their employees will be.

* Fiduciary support and savings offered through certain financial professionals via Equitable Advisors, LLC.

Phocus Retirement Services