Retirement Plans

With the Global Trust, AvanCo revolutionizes access to retirement plans for businesses. This unique grouping combines the power of collective strength while maintaining the independence of each company and the customization of their plan.
Through this model, the assets of all participating companies are managed by a single renowned financial institution, offering:

• More favorable pricing, thanks to economies of scale
• Access to top institutional managers, typically reserved for large companies.
• Exclusive conditions and premium services, rarely available to smaller groups.

6 Benefits of a Retirement Plan:

• Long-Term Financial Security: Offer your employees peace of mind by guaranteeing a more stable financial future.
• Employee Satisfaction and Well-being: A well-designed retirement plan enhances the overall well-being of your team, boosting their daily motivation.
• Strong Company Culture: Show your commitment to your employees and strengthen their sense of belonging to your organization.
• Significant Tax Advantages: Invest in your employees while benefiting from fiscal advantages.
• Reduced Turnover Costs: Minimize expenses related to recruiting, hiring, and training new talent.
• Smart Salary Management: Integrate a retirement plan as a strategic lever to manage salary increases and control your budgets.

AvanCo has established a retirement plan grouping for businesses with assets under $10 million to help them obtain better pricing and terms for their plans. In this grouping, called Global Trust, companies remain independent from one another, each maintaining its own plan.

The assets of all these groups are entrusted to a single financial institution to achieve:

– Better pricing
– Access to the best institutional managers
– Conditions and services usually reserved for larger groups

Avantages:
– Reduced fees
– Administrative simplicity
– Governance and compliance