Invest in yourself
There’s no one right way to design a pension plan.
The truth is your retirement needs are just as unique as you are. That’s why our specialists work closely with each of our clients to create a customized pension plan that satisfies your company’s requirements. We’re able to mix and match our professional services to not only give you the information you need, but to also get you the results you want.
Plans
Bermuda Registered Pension Plans
Let’s create a customized Bermuda registered plan for your company so your employees are satisfied today and well into the future. We offer our clients a wide range of investment options and can even tailor our services and fund models to better meet your needs – regardless of whether those are basic or more on the sophisticated end, we’ve got you covered.
International Pension Plans
It can be challenging to choose a pension plan when not all your employees are located in the same place. That’s why our international plans are such a great option. Not only will it help you to streamline employee benefits throughout the company, it will also provide your international workforce with added flexibility while on the Island or overseas.
Personal Retirement Plans
Take control of your retirement and consolidate all your old pension plans into one.
U.S. Plans
If you’re an American taxpaying employee, you have the option of taking out a 401(k) pension plan. Thanks to our partnership with U.S. based, family owned company FM International (FMi). Benefits include:
- Access to profit-sharing plans
- Having a salary deferral amount – you decide how much money you want to contribute to your account each pay period
- Choosing from an array of thousands of mutual funds for a custom portfolio
Amazing advantages
Daily Traded Funds
With us, instant access to your pension investment is always at your fingertips. Investments trade daily so you have the freedom to transfer and change things as you like and when you please.
Self-Directed Investments
We offer the largest selection of mutual funds and risk models in Bermuda and we make funds selection simple with risk model allocations. This gives you the ability to be diversified with annual re-balancing. Also, if you are a sophisticated investor, we give you full control of the investment selection process. You can pick and choose funds based on your interpretation of market conditions making changes when you feel comfortable taking full control.
Online Access
Whether you are a member or employer, we deliver a superior experience. Offering statements on demand, financial calculators and providing your own personal rate of return.
Get the conversation started.
For 401(k)-related matters, please contact Eric Macaluso.