How We Help Businesses Owners & Individuals

Corporate Retirement Plans

Recruit, Retain, & Reward Like a Fortune 500

Too often corporate retirement plans (CRP) are mired with inefficient investments and fees, administrative headaches, and fiduciary responsibilities.

Our specialists at the DeNovo Advisory Group strategize the proper plan design and non-qualified plan options designed to ensure your organization’s goals are met. Our CRP audit identifies the inefficiencies and provides you with a clear direction.  We work with you to safeguard your employees’ retirement readiness while mitigating fiduciary risk through active management of your investment lineup.

Through our CRP audit process, we help alleviate the growing pains of a growing business. We can help you ensure your corporate retirement plans are priced fairly, managed properly, and fiduciarily compliant.

What We Do

Plan

Design

One size never fits all. Defining your goals and metrics of a plan is critical for success.

ERISA /

Fiduciary Checklist

Understanding your responsibilities is key. We serve as the guidepost to help mitigate your risks.

Investment

Oversight

Too often we find substandard investment options within a plan. We put systems in place to help develop and adhere to an Investment Policy Statement.

Employee

Education

Financial wellness impacts your employees’ productivity. We can address an employee’s unique retirement goals working with them to determine their contribution rates and risk tolerance.

Employee

Retention Strategies

Exploring additional qualified and non-qualified plan options to enable our companies to recruit and retain talented and dedicated employees.

Additional Tax-

Advantaged Strategies

The more you make...the less proportionately you can save in the qualified plan environment. We can provide highly compensated employees have access to strategies that can maximize pre-tax and post-tax deferrals.

Areas We Serve

Defined Contribution Plans

Defined Benefit Plans

Non-Qualified Plans

After going through our process, our clients can be confident that there is no better strategy in the industry for their needs.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

DeNovo Advisors Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG: 148294 (Rev. 6/15/20) (Exp. 6/24)

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