Improving Retirement Outcomes
For Every Generation On Your Team

Be a Hero To Your Employees

Now that traditional pensions are a thing of the past, the task of saving enough money to enjoy a comfortable retirement resides solely with your employees. But you play an important role in achieving that goal.

Step #1 is offering a 401(k), 403(b), profit-sharing or similar tax-deferred investment plan.

Step #2 is ensuring that you offer a plan with low fees, well diversified investment options, easy-to-understand employee education, and a state-of-the-art design that addresses your fiduciary responsibility and protects your firm from liability.

Let one of our retirement advisors show how Twelve Points can design a plan customized to your specific needs. It takes just a single phone call to become a hero.

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Our Designations

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OUR CORE COMPETENCIES

RETIREMENT PLANNING & GROWTH FORECAST
We execute plan level diagnostics that are inclusive of quantitative and qualitative metrics to analyze the overall effectiveness of your current plan.

ONGOING REVIEW & ANALYSIS
We provide quality assurance through a regular plan review process to ascertain potential opportunities for improvement of investment options and cost savings.

EMPLOYEE PARTICIPATION STRATEGY
We provide company leaders advice on how to increase plan participation across the enterprise, offer auto-enrollment and provide company matches.

EMPLOYEE EDUCATION & PLANNING
We provide educational workshops to help employees learn how to save and make prudent financial decisions through one-on-one personal financial planning.

GAP ANALYSIS TO IMPROVE OUTCOMES
We study each plan to identify gaps and offer insights to help improve the outcomes of retirement savings accounts for all participating members of your plan.

REGULATION & GOVERNANCE COMPLIANCE
We rigorously oversee plan governance to satisfy Department of Labor requirements and offer DOL 3(21) or 3(38) Fiduciary Investment Services to Plan Sponsors.

Contact Twelve Points Retirement Advisors

Concord Location
Damon Mill Square, 9 Pond Lane, Suite 3A
Concord, Massachusetts
01742 United States
T: 978-318-9500
F: 978-318-9505

Boston Location
321 Columbus Ave.
Boston, Massachusetts
02116 United States
T: 978-318-9503
F: 978-318-9505

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