ATTRACTING AND RETAINING TOP
TALENT IS IMPORTANT IN TODAY’S BUSINESS ENVIRONMENT.

Offering a compelling retirement plan can play a key role in keeping your business competitive.

Our Advisors care about what matters most to you and your business.

 

When a business owner provides a retirement plan to employees, they are responsible for decisions made about their company retirement plan, including the investments offered. These fiduciary obligations arise when you, as a plan sponsor, offer a retirement plan to employees.  

Your BancWest Investment Services Advisor can assist you in meeting your fiduciary obligations and provide you with the following services related to your employee group retirement plans:

  • Plan Analysis - Conducting a comprehensive review of plan services, vendors, investments, and fees.
  • Investment Review - Creating or updating Investment Policy Statement, monitoring plan investments, performing periodic investment reviews and documenting any investment changes.
  • Vendor Management – Assisting you in managing your vendors and recommending new vendors where appropriate. Conducting periodic vendor due diligence and benchmarking.
  • Education - Assisting you in understanding your responsibilities. In addition, educating your plan participants on investments and retirement readiness.

Find an Advisor

A Range of Plan Providers

We offer objective advice by working with a full range of leading plan providers to suit the needs of your business, your plan and your employees.

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