Construction

Managing Retirement Plans in the Construction Industry: Strategies for Success and Sustainability

About Twelve Points

At Twelve Points, our deep-rooted experience cuts through the complexity and risk of retirement plans with precision. Clients are confident that we understand and manage every aspect of their retirement strategy, mitigating risk and maximizing opportunities.

Specializing in the construction industry, we understand the competitive landscape and provide our clients with the confidence that their retirement plans are professionally managed. This allows them to focus on what they do best—driving business growth.

We believe every company deserves a partner who truly understands their unique goals, culture, and team dynamics. By empowering employees and protecting the firm’s future, they unlock the full potential of their retirement plans.

In today’s fast-paced world, the key to success is partnering with experts who not only optimize your plan but also educate your staff on its advantages. This 360-degree approach positively impacts both your workforce and your business, setting you up for long-term success. At Twelve Points, we are committed to your firm’s success, every step of the way.

Your dedicated resource for retirement planning in the Construction Industry

More than a quarter of Twelve Points’ administered retirement plans are affiliated with the Construction industry, showcasing our specialized knowledge that truly impacts clients and their workforce.

Allow the Twelve Points team to equip you with comprehensive services and resources, enabling you to develop a more robust strategy and effectively attract and retain top-tier talent.

Given the intense competition in the Construction industry, only a team of trusted advisors can lead you to success.

Our areas of service include:

401 (k) Plan Design
Non-Qualified Deferred Compensation (NQDC) Plans
Cash Balance Plans
Retirement Plan Review & Restructuring
Employee Education
Mergers and Acquisitions (M&A) Driven Plan Mergers and Spin-offs
Payroll Process

And Much More!

Affiliations

Meet Tracey Hartford

Corporate Retirement Plan Specialist

Tracey Hartford holds over 20 years of extensive client relations experience, specifically in the construction industry.

In her previous role as Vice President of Client Services at Windover Construction, Tracey used her exemplary communication and organizational skills to strategically find clients that best aligned with the firm’s mission and vision. Once on board, Tracey was responsible for maintaining a presence with the company’s clients and project teams, ensuring that the company delivered everything promised from the early stages to project completion.

Tracey currently serves as a Board Director for Boston’s Commercial Real Estate Women (CREW Boston) and volunteers her time at various organizations throughout the region.