Retirement Planning Services

Retirement Plan Services: 401(k) / 403b / 457 Plans 

Brinker Capital*, through its retirement plan services, offers the following:

  • Acceptance of fiduciary responsibility for investment selection
  • Full fee disclosure for turnkey services
  • Support through dedicated retirement sales team
  • Compliance with the Pension Protection Act of 2006
  • Experienced investment professionals who select, manage and monitor funds continually and monitor funds continually
  • Comprehensive plan administration, including daily valuations, recordkeeping, reporting and expert plan compliance and administration
  • Plan participant assistance in selecting and managing investment options and around-the-clock access to information about their retirement plan
  • Objective investment advice with no proprietary funds


       Investments:

  • Brinker Capital Managed Accounts - Destinations
  • Additional options are available via mutual fund window
  • Self directed brokerage


       Plan Administration & Participant Services:

  • Fully - bundled or TPA
  • Daily valuation record keeping
  • Comprehensive participant enrollment guide
  • 24/7 account access
  • Quarterly statements including personalized rate of return
  • Interactive educational materials
  • Plan sponsor web access
  • Dedicated relationship manager
  • Automated loan and distribution processing
  • Flexible vesting schedules
  • Signature ready 5500 reporting

* Retirement Plan Services are offered by Brinker Capital through an agreement with Eagle Strategies LLC, and are available through SPA as individual financial advisers with Eagle Strategies LLC.  Brinker Capital is a third party independent investment management firm and a leading provider of managed accounts and mutual fund investment programs.  At SPA we work with Brinker Capital to develop an in-depth retirement planning recommendation for you, including appropriate asset allocation and selection of asset management firms.  Brinker Capital also provides investment monitoring and portfolio performance reporting.