Managing a retirement plan is a collaborative effort between the Employer (Plan Sponsor), Third-Party Administrator (Pollard), Financial Advisor, and Investment Provider. Pollard is proud to be part of a team approach to servicing each plan so that our clients have the best expertise in each key area.
Pollard partners with the best and most trusted national plan recordkeepers who perform daily valuation recordkeeping for 401(k) and defined contribution plans. Our partners’ expertise in investment management and transaction processing allows us at Pollard to focus on our core competencies in compliance, consulting, and administration. Based on the size and needs of each plan and its participants, we’ll make recommendations, in conjunction with the Financial Advisor, as to appropriate investment platforms.