Retirement Plan Consulting                     

Our Unique Perspective

J.W. Thompson Investments is an independent company.  As such, it doesn't offer a proprietary solution to a company's retirement needs.  Instead, we occupy a very unique vantage point that permits us to survey the offerings of dozens of service providers.

Therefore, we can "custom-fit" a retirement plan for your company.  One that's right for you, rather than saddling you with a proprietary solution that you can only hope "fits" your company's needs.

 

Our Mission - Grateful Employees

We have always recognized that every benefit offered by an employer, such as a retirement plan, is "compensation" paid by the employer.  Because it is, the employer has the right to expect certain things in return.  Chief among these are loyalty and diligence.

We seek to always present the retirement plan so that employees recognize the plan as a valuable benefit provided by the employer.

A benefit is counter-productive if it causes confusion in the minds of the employees.  Through effective, on-going communications with employees, JWTI conveys the generosity of the employer, while helping employees make sound, informed decisions about their retirement plan options.

Our enrollment professionals are highly skilled at working with employees to help them make meaningful decisions about their retirement plan investments.

 

The Importance of Who Your Employees Are Talking To

So often plan sponsors focus on plan aspects that are most apparent, and not on important subtleties.

Certainly, investment fund performance is important.  As is plan administration.  But what about what's going on at the "grass roots" level?  Who will your employees be talking to when they have questions?  With probably every other choice you have, you won't know who your employees will be talking to.  It could be a seasoned professional, or someone with minimal retirement consulting experience that might not even have his or her own retirement plan.

When J.W. Thompson Investments is the choice, you know that your employees are talking to someone who knows how to address their concerns and who will underscore the value of this employer-sponsored-benefit.

 

Our Services 

J.W. Thompson Investments provides the following services to retirement plan sponsors:

~ Plan Evaluation and New Service Provider Search

~ Investment Fund Selection and Review - We recommend the initial funds to be offered in the plan and conduct on-going evaluation of these funds, recommending deletions and additions when indicated. 

~ Service Provider Interface - JWTI will interface between you and the service provider.  When there are concerns and issues about your plan, we will work to resolve these for you.  This allows you and your staff to tend to other corporate matters. 

~ Enrollment Meetings - JWTI will conduct all onsite enrollment meetings as requested by the plan sponsor. 

~ Ongoing Participant Communication and Information - Your plan employees will have a local source of information about investing in your retirement plan. 

                        

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