Client Experience
Institutional Services
You have worked hard to build your business and now it is time to address your fiduciary commitments. Shepherd Financial Partners is dedicated to creating comprehensive retirement plan solutions for 401k and pension clients and their plan participants, allowing you to implement the right plan without taking your focus off of your business.
With our team’s extensive experience as an investment fiduciary advisor for company savings plans and our full-service solutions for 401(k), profit sharing and defined benefit pension needs, we can help you to find the most ideal solutions for your company.
Our Steps Involve:
Advisory Services – Educating clients to understand their fiduciary obligations and navigate company savings plans.
Design Assistance and Consulting – Conducting a comprehensive analysis of your current plan and offering a comparative analysis of suitable solutions available to your company. Thereafter, we will develop investment committee best practices and protocols, and assist with investment selection and monitoring, as well as a review of the Qualified Default Investment Alternative (QDIA). We also provide you access to a national network of qualified investment advisors when selecting funds and fee benchmarking and analysis.
Implementation – We enable your employees to optimize their benefits via comprehensive education and communication programs that help keep them on the right track. As advisors, we also offer educational and financial planning services that address any concerns they may have.
Plan Support – Providing systematic, ongoing review and measurement of success at both the participant and plan levels.