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Employee Retirement Plans

Let's help your employees transition to retirement with confidence.

Retirement Planning

Prepare Today’s Employees for Tomorrow  

Retirement planning isn’t top of mind for many of your employees, even if it should be. But you can help many of them get started. By designing employee retirement plans that consider their long-term goals, you’ll not only get them on the right path, you’ll also help achieve your goals for recruitment, retention, and employee engagement.

But there’s more to it than picking an employee retirement plan and putting it out there for the masses. The plan must be designed to meet everyone’s needs. And, administering it and keeping employees informed will be an ongoing focus. It can all be a time-consuming and complicated effort – even more so when compliance risk is factored in.

As a partner in your planning and administration, HUB’s Retirement Services team will help relieve your planning, administrative and risk burdens. And, we back up our commitment to your plan’s success by serving as co-fiduciaries to share your risk.

A Diverse Range of Plans for A Diverse Range of Needs
Whether you’re a start-up or an established business, a non-profit or government agency, the challenge is to build an employee retirement plan that meets the needs of a multi-generational workforce, structured and delivered in a way that boosts enrollment. Your HUB Retirement Services Specialist can help structure any of the following plans:

For-profit companies:

  • Profit Sharing and 401(k) plans
  • Employee Stock Option plans (ESOP)
  • Defined Benefit plans
  • Non-qualified 409A Deferred Compensation plans

Non-profit organizations:

  • 403(b) Plans
  • “Top hat” 457(b) Plans

Governmental entities:

  • Governmental 457(b) plans


HUB Retirement Services Specialists are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisors, not affiliated with Hub International. Insurance services are offered though HUB International, an affiliate.

  • Fulfilling Your Fiduciary and Compliance Duties

    Extensive responsibility is taken on with employee retirement plan management, whether yours is ERISA 404(c) compliant or a compliant, non-qualified plan. HUB is there to support you throughout the process.

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    Step 1
  • Step 1

    From the beginning, we help to draft and structure the investment policy statement to simplify investment management and guide all plan investment decisions.

    Step 2
  • Step 2

    On an ongoing basis HUB tracks all investments through our Scorecard Methodology. This gives us qualitative and quantitative performance data that we regularly review and share with you.

    Step 3
  • Step 3

    We’ll be there with what you need for the U.S. Department of Labor. We give you a Fiduciary Briefcase, your on-demand digital compliance portal. Through it, you can securely store and access critical materials, from your investment policy statement to plan documents and reviews.

    HUB Retirement Services specialists
  • Your HUB Retirement Services specialists are ready to guide you as you create or refine your approach to retirement benefits. Contact us to learn more.

What You Need to Know to Build the Right Plan

HUB Retirement Services can help you evaluate all the areas that impact your plan design:

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