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Retirement Plan Management

At Sachs Investment Group we offer investment advice and guidance for a full range of retirement plan services.  We work with a specialized, full-service retirement plan partner, BPAS.  Together, we provide turn-key plan services unique to the industry.

We have a dual focus, providing retirement plan guidance to our plan sponsors, as well as offering employees personal attention and investment education.

  • By providing recordkeeping, compliance testing and government filings, we simplify life for our plan sponsors and their human resources and payroll departments. 
  • To ensure our clients have the most comprehensive support, we offer plan design, investment policy creation, investment selection and monitoring, enrollment assistance, and employee education.

We develop responsive, proactive relationships with our plan sponsors.  A good retirement plan is a must in today’s competitive business environment, but it doesn’t have to be difficult to manage. It’s a long-term commitment and we're with you and your employees every step of the way.

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