Retirement Plans

Retirement plans are vehicles that may be used to set aside tax-deferred compensation for use by individuals at their retirement. William Blair & Company offers the following:

• Selecting a Plan 
  Our CES professionals can advise a company as to the most suitable plan based on number of employees, revenues, etc.
   
• Investment Objectivity
  Our objective selection (with no bias toward proprietary funds), monitoring, and evaluation process enables us to offer investment options that are in the best interest of a company's employees—and help corporate executives fulfill specific fiduciary responsibilities.
   
• Creating a Customized Plan
  We help increase participants’ confidence in making decisions about investing in the plan by delivering personalized account information, management tools, and high-touch educational sessions.
   
• Efficient and Robust Technology Platform
  Through a series of third-party plan administrators, clients can choose administration and service responsiveness as well as a streamlined data integration process that will provide comprehensive and accurate data at their disposal.