Most business owners find the complexities of offering a retirement plan to their employees confusing, costly and time consuming.  Retirement Point® offers no-worry retirement plan management for the plan sponsors and employees of companies of all sizes throughout North Carolina and beyond.  Why no worries?   Our Trust and Investment Advisors group acts as the investment fiduciary for the plan, contractually relieving the employer of the potential liability of managing plan investments.  In addition, employees can choose to have their accounts professionally managed for no additional fee. 


Benefits for you as the employer/plan sponsor:

  • Direct, fee-based billing.  Learn more
  • ERISA 3(38) fiduciary management, with comprehensive fiduciary reviews
  • Online plan management and reporting
  • A consultative partner for plan design and compliance
  • Independent and disciplined fund selection/retention, from among top funds


Call us today at 336-881-3613 for a no-cost review of your existing retirement plan, and learn how Retirement Point can be both a cost-saver for your business and an asset builder for you and your employees.