Employee Benefit Plan Sponsors
As a retirement plan sponsor, managing a plan for your employees comes with significant fiduciary responsibility and liability. Shorepoint helps you create a successful corporate retirement plan for your organization while minimizing fiduciary risk for executives, owners, and HR professionals.
Experienced fiduciary, research and investment professionals
Our team’s in-depth understanding of retirement strategies, security and fund research, prudent investment options, fiduciary responsibility, employee education and regulatory policies— including ERISA Section 404(c)—helps you execute a plan to provide optimal value and benefit for your employees. As a Shorepoint client, you’ll always have the direct support of—and access to—our principals.
Independent, fee only, platform agnostic
Shorepoint offers objective investment advice to plan sponsors without the conflicts of interest created by the commission structure of traditional retirement plan brokers. We are privately owned and completely independent in our approach—we have no allegiance to any one retirement plan product, platform or provider.