Corporate Retirement Plans

SDM Advisors Will Assist You In Understanding and Meeting Your Fiduciary Obligations

SDM’s corporate retirement services were created to support senior management with design, implementation and maintenance of your company’s retirement plan.  Our objective is to make sure your plan is fully compliant with the fiduciary standards set forth in ERISA.  Additionally, we recognize how important it is for every employee to be ready for retirement; and build customized education programs based on the unique characteristics of your organization.

Overview

Fiduciary Support

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

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Fee Benchmarking

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage.

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Investment Analysis

Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.

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Target Date Fund Consulting

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

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Courageous Plan Design

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes.

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Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.

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Client Success Story

SDM transitioned the Lagunitas Brewing Company retirement plan from SIMPLE-IRA to 401k/Profit-Sharing in 2011. The company has grown from thirty-five employees to currently over four hundred during the past three years. A flexible plan design of 401k allowed for customized waiting period, vesting schedule, and exclusion of part time.  The transition to 401k also resulted in an improved employee experience with education material, website, and reporting.

Benefits of Using SDM Advisors

Investment Due Diligence
SDM Advisors, LLC is a member of RPAG, a national alliance of accomplished advisors whose intelligence and ingenuity produce enhanced value for sponsors and participants in qualified and nonqualified plans. RPAG’s acclaimed technology platform outranks the industry in full-view metrics, safety-net compliance and clarity in communication. Today, RPAG is represented by over 400 member firms, serving 30,000 sponsors with more than $300 billion in collective assets under advisement (as of 06/30/2016).

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Why Plan Sponsors Prefer RPAG Advisors & SDM Advisors

Plan sponsors place high value on performance and trust in a relationship. That’s why SDM Advisors, LLC joined Retirement Plan Advisory Group (RPAG)—to offer with conviction one of the clearest choices in retirement plan consulting firms. SDM is a member of one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.

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Role of a Retirement Plan Advisor

Most prudent plan sponsors hire a plan advisor to help them adhere to ERISA’s rigorous standards and to meet their objective of offering a best practices retirement plan to their employees. ERISA rules are clear — every decision you make as a fiduciary must be in the best interests of plan participants and their beneficiaries, and certain relationships may result in prohibited transactions.

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Plan Sponsor Concerns

You face a variety of concerns with regards to your retirement plan. We work with you to address any number of issues that may be on your mind.

  • Complying with retirement plan regulations
  • Adhering to fiduciary responsibilities
  • Paying reasonable fees
  • Offering competitive funds
  • Preparing participants to retire when you need them to retire

Our Team

Rick Hillsbery, CPA/PFS, CFP®, CKA®
Rick Hillsbery, CPA/PFS, CFP®, CKA®

Partner, Wealth Management

 

A Proud Member of RPAG™

Retirement Plan Advisory Group™ (RPAG™) is a national alliance that provides premier technology and resources for retirement plan advisors. RPAG’s size and scale provides its members with resources to apply their deep knowledge, creative thinking and industry experirence to help deliver a tailored solution.

As a member of RPAG, we are backed by an extensive team of retirement plan experts. We leverage the RPAG platform to work closely with our clients, becoming strategic partners in the trenches, thinking about their business as much as they do.

Securities and Advisory Disclosure:
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800- 765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.

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235 Montgomery Street, 30th Floor
San Francisco, CA 94104

Menlo Park Office
640 Menlo Avenue, Suite 2
Menlo Park, CA 94025