Retirement Plan Advisory Services

Turn-Key Company Retirement Plan Services

Palisade offers a complete turn-key program for all types and sizes of ERISA company retirement plans. Central to our services is complete transparency related to fees charged and services rendered.

Investment Advisory Services

In the investment advisory role, Palisade assists companies to deliver:

• New plan advisory set up services that include plan structure guidance, investment choice analysis and selection, new plan implementation, and participant enrollment
• Ongoing investment advisory services including participant education and enrollment, investment choice analysis and monitoring, and on-going plan administrator education and guidance

Record Keeping and Administrative Services

Palisade seamlessly links up with the recordkeeping and administration services of one of the leading middle market retirement plan providers in the U.S. to provide:

• Participant statements, IRS tax reporting, plan compliance testing, and plan sponsor website for plan analysis and monitoring
• Participant investment management and education services including 800# and website access for account review, investment analysis, trading and financial planning analysis
• Plan trustee services