shows the ongoing cycle of understanding, tailoring, implementation, review & revise, back to understand.

Attract and retain the best talent

Your organization's retirement plan is key to a comprehensive employee benefits program. It should help you attract and retain quality employees without requiring all of your time and energy to administer.

Our advisors will work closely with you to understand the unique needs of your organization and tailor a comprehensive retirement plan program that fits your overall employee benefits strategy. Our team then delivers and services your program to ensure accountability.

How We Can Help

Defined Contribution Plans

  • Your employees may set aside pre‐tax or Roth dollars in their retirement account to be invested in funds chosen by you with our professional guidance. Contributions and earnings grow tax‐deferred.  

    • 401(k) retirement plans for employees
    • 403(b) retirement plans for employees of public entities and nonprofit organizations
    • Profit-sharing plans

     

    Click here to download information on contribution limits.

Administrative Services & Recordkeeping

  • Our integrated professional administrative team streamlines the day-to-day operations of the plan, saving you significant time and energy while providing you with the personal attention you deserve.

    • Plan design consulting
    • Plan sponsor service, investment and fiduciary reviews
    • Online plan participant and sponsor solutions
    • Participant education promoting retirement readiness
    • Enhanced reporting and communication
    • Participant accounting flexibility
    • Comprehensive compliance testing
    • Government reporting

Employee Communications

  • Communicating with your employees about retirement planning can increase participation, deferral rates and appreciation for the benefit you're providing. Educated employees make better saving and investing decisions, increasing their retirement readiness and long-term happiness.

    To keep your employees engaged, we use a variety of touchpoints.

    • In-person group meetings and one-on-one discussions
    • Electronic communications and behavioral outreach campaigns
    • Robust online planning and projection tools

Our Communication Approach

We take a holistic approach to delivering communications and education through customized group and one-to-one meetings while employing campaigns to target participant behaviors. Our advisors work closely with you to ensure your organization's needs are met in the following four areas.

 

Woman focused on talking to two male co-workers about a project.

At Plan Eligibility

Our advisors will create a smooth enrollment process for your employees by providing:

  • Tailored orientation packets and online, interactive enrollment solutions
  • A retirement needs assessment
  • Savings and investment guidance

Goal Setting & Income Projections

We'll work side by side with you and your organization to ensure your employees are on a better path to retirement by providing:

  • SmartPlan, an interactive website for you and your employees
  • MyRetirement, a personal retirement planning assessment
  • Available guidance/financial planning consultation
close up of presenters arm with listeners in background

Ongoing Education & Communication

We'll design an approach based on your ongoing education and communication needs, considering demographics utilizing the following services:

  • SmartPlan video based interactive education and targeted outreach campaigns
  • Quarterly participant newsletter
  • Quarterly performance updates
  • Periodic education meetings (group and/or one-on-one)
  • Participant call center
  • Participant web-based tools
Two co-workers drawing up strategy plans on a whiteboard.

Plan Sponsor Education

Our team will align your organization's retirement plan with your strategic priorities through:

  • Fiduciary education
  • Regulatory updates
  • Plan design consulting

"...my advisor is professional, has the highest integrity and knowledge, and advice is highly trusted."

Source: Johnson Financial Group Retirement Plan Services Client Survey Responses

"...my advisor is proactive in finding new resources, tools and options to continue to upgrade this important benefit to our employees. I truly value his broader economic and business perspectives.”

Source: Johnson Financial Group Retirement Plan Services Client Survey Responses

“A couple months ago we had our plan looked at and compared to another bank. They respectfully told us that we're in good hands and have a strong 401(k) program with Johnson Financial Group. That made me feel good about our 401(k) program.”

Source: Johnson Financial Group Retirement Plan Services Client Survey Responses

Our Investment Approach

The narrowing down of the universe of funds by taking the category selection, narrowing to manager ranking, narrowing to consistency screening, narrowing to fundamental analysis, narrowing to the approved list

Open Architecture

Our open architecture investment approach means that we're not tied to any proprietary funds, so you can be certain you'll receive objective advice regarding your fund offerings.

  • Our fiduciary advice is available as an ERISA 3(21) Investment Advisor or an ERISA 3(38) Investment Manager.
  • Our top‐rated investment fund options include domestic and international equity, fixed income and cash equivalent asset classes along with specialty funds if appropriate for your plan participants.
  • We utilize comprehensive quantitative and qualitative screening tools and analysis in our fund selection and monitoring processes.
    • Fund data is carefully analyzed to make sure funds will meet the desired investment objectives within the parameters of asset class coverage, giving participants a complete array of investment offerings.
    • Funds are then reviewed on an ongoing basis to ensure investment objectives and fund expenses continue to be consistent with our analysts' expectations.

We can also help you with...

Two male co-workers sitting at a desk reviewing paperwork.

Strategic Employee Benefit Consulting

You have a long-term business strategy to grow your organization, but you also need one to manage your employee benefits costs.

LEARN MORE about strategic employee benefit consulting.

Related Resources

Have Questions?

We're here to help.

Give us a call at 888.769.3796 

EMAIL US
Broc Berge
Broc Berge, AVP Wealth Retirement Plan Services Advisor, Milwaukee, WI

Your Trusted Retirement Plan Advisor

Our advisors work hard to ensure your retirement plan is tailored to fit the needs of your organization's overall benefit program.

FIND AN ADVISOR
a magnifying glass looking for a location icon in the color burgundy

Need help finding the nearest branch?

Find a location