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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.

Fiduciary and Compliance Duties

  • Fiduciary and Compliance Duties

    It can be intense to deal with the details of your employees’ retirement plans. We can help you — every step of the way.
    Next :
  • Simplify

    We’ll help you create a policy statement that simplifies your investment management and guides all plan investment decisions.
    Next :
  • Monitor

    We track all investments through our scorecard methodology. This gives us qualitative and quantitative performance data that we regularly review and share with you.
    Next :
  • Support

    We provide a Fiduciary Briefcase — an on-demand compliance portal. Use it to securely store and access critical materials — from your investment policy statement to plan documents and reviews.
  • Get Started

    Are you ready? We are. 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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