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Business Services

Experience and Insight for Greater Planning

We believe that making informed financial decisions is key to effective wealth management, which is essential for living life on your terms, at every stage of life. That’s why, as a component of the VLP Live Greater Partnership™, our experienced advisors are passionate about helping you and your employees understand your 401(k) plan options and setting up retirement savings plans that help meet your company’s unique needs.

Our comprehensive approach to 401(k) plan management prioritizes ongoing educational meetings for groups and individuals. The goal? To make it possible for you and your employees to get the appropriate retirement benefits plan possible. And to live greater.

Who We Work With

*As of 9/30/22

401(k) Plan Management for Plan Sponsors and Trustees

As a business owner, you need to be able to focus on your mission, vision, and daily operations, but to gain and retain quality employees, you need an attractive retirement plan, which requires careful planning and frequent attention. We offer a variety of services to help reduce your administrative load and your liability when it comes to managing the 401(k) plan for your business. When you trust VLP with your 401(k) plan management, you’ll experience these valuable benefits:

  • Annual or semi-annual VLP Live Greater Partnership plan reviews with all stakeholders
  • Proactive plan due diligence to promote passing of plan testing
  • Proper documentation of plan trustee engagements and meeting minutes
  • On-going evaluation benchmarking of plan expenses, administrative costs, and procedures
  • Collaboration with any existing benefits platform provider
  • Notifications of changes in Department of Labor regulations that impact your plan
  • Creation or review of your Investment Policy Statement to help reduce fiduciary risk
  • Close monitoring of plan performance, with recommendations for plan investment changes
  • Assessments of technological capabilities to evaluate competitiveness
  • Review of employee education and enrollment meetings
  • Cultivation of a strong relationship with plan record keeper

Employee 401(k) Management Services

Employees with access to an employer-sponsored, tax-advantaged retirement plan, want to make the most of their opportunities and maximize the potential of their retirement savings and income. In order to make informed decisions about their finances, employees need to understand their options and find the plan and strategy that’s most appropriate for their unique situation. Our caring and experienced advisors provide one-on-one consultations for individuals as well as ongoing educational meetings for groups and individuals. Employees experience valuable benefits such as:

  • Employees will have the ability to interact with a Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF) on an ongoing basis as part of their employee benefits package
  • Quarterly or semi-annual group and one-on-one meetings to address plan options, retirement planning, and other financial topics (such as college, estate, insurance, investment planning, building credit, and money management)
  • Timely response to phone calls, e-mail, or other correspondence, typically within 24 hours

  • Creation and review of asset allocation models to inform investment choices
  • Examination of fees to aid in the selection of plan investments
  • Capability to meet with employees nationally through virtual meetings
  • Convenient scheduling with advisors through calendar link tool

Our Approach

At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.

Our Approach

Our Team

All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.

Meet the Team

Contact Us

Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.

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