Employer Retirement Planning

Planned. Benefits.

We provide customized retirement solutions to meet the needs of your company and your employees.

Benefit from ongoing consultation

We work with you to design a retirement plan that matches your company goals and aligns with a well-respected plan provider. We manage the provider selection process, and revisit your plan regularly to help ensure that it reflects any legislative and regulatory changes as well as continues to meet your company objectives.

Monitor investment due diligence

Investment options are a significant and complex component of a retirement strategy. We help you develop, adopt, and reevaluate your investment policy statement so that you can prudently evaluate, select, monitor, and adjust your plan investment options.

Educate your employees

To help your employees understand the benefits of the plan and how to navigate their investment options, we provide ongoing education and information. We help you draft employee communications as well as conduct on-site enrollment and investment education meetings.

Protect yourself from liability

From plan design to provider selection, from investment analysis to employee communications, our solutions help protect you from corporate and personal financial liability while helping your employees plan better for retirement.

OL Advisors

74 Batterson Park Road, Suite 303, | Farmington, CT 06032 | 860.521.4751

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OL Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, and WV. No offers may be made or accepted outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, OL Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

OL Advisors