Corporate Retirement Plans

Fondren Oaks’ Retirement Plan Solutions leverage our perspective, philosophy and experience to create tailor-made retirement programs for small to mid-size organizations. We partner with leading, nationwide recordkeeping and third-party administration (TPA) firms to provide custom, administrative and compliance services. Our investment advisory approach seeks to deliver an appropriate mix of index funds, target-date retirement funds and risk-based portfolio options for plan participants. We also focus on educating our clients’ employees by offering a comprehensive, on-going education program. This program provides employees with the information and guidance to make more confident and informed choices regarding his/her retirement savings. In addition, we partner with our clients to help them better understand and manage their fiduciary responsibilities associated with sponsoring a retirement plan.