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Retirement Services

You have the power

Empowering You

With robust technology systems & services you deserve

COURAGEOUS PLAN DESIGN

Using plan design assessments that strive to increase your benefits ROI while working to enhance participant retirement outcomes.

EMPLOYEE ENGAGEMENT

Promoting highly customized plan participant content structured to optimize outcomes and increase financial wellness.

EXECUTIVE BENEFITS

Navigating the complex landscape of laws and regulations to create attractive benefits packages to reward, attract and retain key executives.

FEE BENCHMARKING

Utilizing RFP-driven processes to ensure apple-to-apple comparisons and striving to maximize a plan’s negotiating leverage.

FIDUCIARY SUPPORT

Providing comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.

FINANCIAL WELLNESS

Educating your employees about how to deal with financial challenges to experience freedom from financial stress.

INVESTMENT ANALYSIS

Leveraging a proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposures.

TARGET DATE FUND

Applying a dynamic risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.

RiskMAP Process

Uncovering risks to better position your organization for success

Monitor ResultsYou and your company are dynamic – what works for you today might not work as well tomorrow. The continued success with your risk management program requires consistent evaluation. We will use a variety of tools to monitor your plan’s performance with verifiable data and reports. We’ll tailor the appropriate analytics for you so we can measure the success of your plan and adapt the program as your business evolves and changes. Implement SolutionsDuring this stage, we put in place the specially tailored programs and strategies designed to achieve your short and long term goals. A strong belief in our process motivates underwriters to offer much lower insurance costs on your behalf. Develop StrategyOur team will use the information gathered to explore a spectrum of alternative strategies to minimize risk and reduce insurance costs. We will present available opportunities to you for us to work together to build an action plan to achieve your objectives. We also determine if there are value added support tools available that can be used to achieve your goals. Identify RiskDiscovering what makes your organization unique is the most important step for us. As your partner, we learn about your initiatives and the risks your company faces and assess the current programs, policies and procedures in place to address them. With this information we are able to analyze how we can partner with you and make sure the appropriate carrier and vendor relationships are in place and aligned with your vision and goals.

RiskMAP Process

Uncovering risks to better position your organization for success

riskMAP_identify_risk

Identify Risk

Discovering what makes your organization unique is the most important step for us. As your partner, we learn about your initiatives and the risks your company faces and assess the current programs, policies and procedures in place to address them. With this information we are able to analyze how we can partner with you and make sure the appropriate carrier and vendor relationships are in place and aligned with your vision and goals.

riskMAP_develop_strategy

Develop Strategy

Our team will use the information gathered to explore a spectrum of alternative strategies to minimize risk and reduce insurance costs. We will present available opportunities to you for us to work together to build an action plan to achieve your objectives. We also determine if there are value added support tools available that can be used to achieve your goals.

riskMAP_implement_solutions

Implement Solutions

During this stage, we put in place the specially tailored programs and strategies designed to achieve your short and long term goals. A strong belief in our process motivates underwriters to offer much lower insurance costs on your behalf.

riskMAP_monitor_results

Monitor Results

You and your company are dynamic – what works for you today might not work as well tomorrow. The continued success with your risk management program requires consistent evaluation. We will use a variety of tools to monitor your plan’s performance with verifiable data and reports. We’ll tailor the appropriate analytics for you so we can measure the success of your plan and adapt the program as your business evolves and changes.

McClone Success Stories
Success testimonial

Without McClone, we could have experienced a lot of legal issues because of noncompliance, not to mention the headaches that go along with it.

Success Story

How company lowered their plan fees by a remarkable 35%, improved fund performance and are now compliant.

VIEW THIS STORY

Refreshing Insights blog-arrow-right

A collection of articles from the McClone team with the helpful knowledge and insights to ensure your organization is well protected.

DISCLAIMER 
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.