By contracting with EXIT Swift to establish and manage your group’s retirement process, you can be assured that the needs of both the organization and its employees are exceeded every step of the way.
For a multitude of reasons, including lack of proper education and support on matters related to retirement, there have been thousands of lawsuits brought against former employers by retirees.
Trustees in charge of employees’ retirement benefits can be held personally responsible in the event of a monetary judgment. Over $5 Billion has been awarded to retirees in the past 10 years.
The “Employee Retirement Income Security Act” introduced in 1974 set the obligations of employers to their employees at the time of their retirement. With the notable Pension Protection Act of 2006, the government has steadily increased the scrutiny and compliance to the Act.
Through governmental investigations, billions of dollars in fines along with restitution has been awarded to retirees relating to breach of fiduciary duties.
Our financial professionals will advise retirees on all issues relating to transferring existing or establishing new benefits as they enter retirement. These issues include: Life Insurances, Health Insurances, Pension Maximization, Tax Implications, Distributions and Rollovers, Social Security Integration and Lifetime Income Planning.
Our specialists are certified in HR matters with knowledge of employee benefits, ERISA requirements, employee retirement education, tax and legal requirements. The integration of HR matters with Financial Concepts enables employees to exit their current profession with the education and information necessary to successfully navigate complicated retirement-centric matters, assuring a successful long term retirement.
Guarantee your organization and its trustees are safeguarded from the inevitable liabilities due to failing to meet the fiduciary obligations expected of them.
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