Sovereign Wealth is a leading advisor to Corporate Sponsored Retirement Plans. We continue to provide companies with end-to-end solutions for identifying, selecting, implementing and managing their employer-sponsored plans, including:

  • Customized plan design around specific employer objectives and employee demographics
  • Full plan implementation which includes employee education and communications
  • Guidance in fulfilling fiduciary responsibilities
  • Screening and selection of investment options based on employer criteria and employer demographics
  • Access to low cost, mutual funds, index funds and institutional funds offering the broadest diversification possible