Retirement Plan Consulting
Partner with A Team Dedicated to Your Business
Arvest Wealth Management's retirement plan consulting team is comprised of experienced plan practitioners, dedicated to providing customized retirement plan solutions for your company's unique needs. Our team takes an unbiased, consultative approach in assessing each organization’s retirement program. This allows us to sit on the same side of the table as you, our client, to find solutions that fit the size, needs and business objectives of your organization.
We deliver full-service consulting on all types of employer-sponsored retirement plans, with areas of focus including:
Local Support & Service
Arvest has locations in Arkansas, Oklahoma, Missouri and Kansas. In addition to traveling to our client's multiple locations for employee education meetings, we are committed to meeting face-to-face with your 401(k) committee for Plan and Investment Review meetings.
Communicating with your employees is one of the most important aspects of what we do. We will work with you to develop an education plan that addresses your company’s unique structure and your employees’ specific educational needs. In addition to group enrollment and education meetings, we provide one-on-one assistance to plan participants to educate them on their investment options in the plan, as well as offering guidance on their overall financial needs. To aid in this process we offer complimentary goal based financial planning through one of our Client Advisors.
Fiduciary & Compliance Oversight
Arvest Wealth Management can act, in writing, as the 3(21) Investment Advice Co-Fiduciary or 3(38) Discretionary Investment Manager Fiduciary. Our team provides full fiduciary oversight services, including 404(c) compliance adherence assistance, fee and service benchmarking, and plan governance and compliance.
Investment Selection & Monitoring
We work with your business to create an Investment Policy Statement (IPS), which will establish the guidelines for selecting and monitoring the investment options in the plan.
Fiduciary Investment Reviews
Our independent investment review process provides in-depth analysis of a plan's investment options on a quantitative and qualitative basis, including benchmarking investment options to respective peer groups and indices. For our analysis, we utilize independent third-party research as well as expertise of our investment management team of portfolio managers. We meet with your investment committee on a regular basis to review our analysis and make any recommended changes as needed.
Our expertise can support any business, from smaller companies needing an IRA solution to non-profits looking for the right 403(c) plan, as well as everything in between. Whether building a new plan from the ground up or enhancing and managing an existing plan, we work with your business to design, support and sustain a customized, high-quality retirement plan that helps attract and retain the most qualified employees.