Institutions
Large Company, Large Responsibilities
Your firm is bigger than any single owner. You have multiple stakeholders, possibly even a board to report to. Having a steady hand to guide you through the complexity of the corporate world requires a qualified team to quarterback that process - one that can see the bigger picture and call the right plays. We have what it takes to guide you through the process and help you and your partners make decisions to take your business to the next level.
Retirement Services
While retirement plans have become almost ubiquitous in well established firms, the nuances that separate the typical plan from an excellent plan are often neglected. It is important to thoroughly assess your plan every few years, not only to fulfill your obligations as the plan fiduciary, but to be sure that you are making the best use of your resources to attract and retain the best talent. Clark & Company works side by side with firms like yours to perform a comprehensive review of your plan, uncover vulnerabilities and opportunities, and present you with multiple alternatives to act on each. With our network of top tier Recordkeepers and Third-Party Administrators, we aim to combine competitive costs with high quality platforms and investments, highly customized design, and personalized employee care.
This often means going deeper than just a 401(k) or 403(b). We are also equipped to assist in the development of profit-sharing plans, cash balance plans, non-qualified plans like deferred compensation and other executive carveouts, and more.
Employee Benefits
We are in the midst of one of the most competitive job markets in history. Lately its hard to find the right person for the job and even harder to get them to stay. This takes more than a paycheck; it’s become crucial to create a culture of making employees feel valued and providing the right perks and benefits to back that up. Clark & Company will partner with you to help you create this culture and find the right tools to make it work. After a comprehensive review of your current offerings, we will work to find new opportunities to create value for your employees while reworking your existing benefit portfolio to make it more cost efficient for you and beneficial to the employee. This can be as simple as implementing group insurance packages to sweeten the deal for your employees, or as complex as creating one-of-a-kind executive compensation plans to keep your key people invested in the success of the firm.
Lately, healthcare has been a growing concern for employees and employers a like. With costs as high as they are, it is important to know that you are getting the most of the dollars spent. Its important to review your healthcare plans with experts on a semi-regular basis to be sure that you’re not missing out on opportunities to improve. For larger firms, it often even makes sense to restructure to a self-insured model, providing greater savings and benefits to both the employers and the employees. Whether its finding the right insurer or building a self-insurance plan, Clark & Company works closely with the best healthcare minds around to help you develop the best plan for everyone involved.
Asset Planning
As operations grow, may firms begin to find great value in bringing new and diverse assets into the mix to complement their primary operations. This is common with unpredictable or cyclical businesses looking to establish something to provide returns while they face the ebbs and flows of their main operations. This is also common for banks and credit unions looking for legally eligible and dependable assets to help offset the costs of employee benefits and maintain balance sheet strength. Clark & Company has a broad library of assets, tools, and knowledge at our disposal to build a specialized plan to meet your firm’s needs.
Partnership
Clark & Company is eager to partner with you to provide a broader range of services to your clients and/or members. We have found great mutual success in bringing our capabilities side-by-side with firms like yours to provide greater value to your audience and your firm. Our strategic partnerships vary on a case-by-case basis and can be customized in style and scope to fit and complement your firm’s mission and values. We are well equipped to team up with law firms, accounting firms, insurance brokers, banks, credit unions, and much more.
Retirement Services
While retirement plans have become almost ubiquitous in well established firms, the nuances that separate the typical plan from an excellent plan are often neglected. It is important to thoroughly assess your plan every few years, not only to fulfill your obligations as the plan fiduciary, but to be sure that you are making the best use of your resources to attract and retain the best talent. Clark & Company works side by side with firms like yours to perform a comprehensive review of your plan, uncover vulnerabilities and opportunities, and present you with multiple alternatives to act on each. With our network of top tier Recordkeepers and Third-Party Administrators, we aim to combine competitive costs with high quality platforms and investments, highly customized design, and personalized employee care.
This often means going deeper than just a 401(k) or 403(b). We are also equipped to assist in the development of profit-sharing plans, cash balance plans, non-qualified plans like deferred compensation and other executive carveouts, and more.
Employee Benefits
We are in the midst of one of the most competitive job markets in history. Lately its hard to find the right person for the job and even harder to get them to stay. This takes more than a paycheck; it’s become crucial to create a culture of making employees feel valued and providing the right perks and benefits to back that up. Clark & Company will partner with you to help you create this culture and find the right tools to make it work. After a comprehensive review of your current offerings, we will work to find new opportunities to create value for your employees while reworking your existing benefit portfolio to make it more cost efficient for you and beneficial to the employee. This can be as simple as implementing group insurance packages to sweeten the deal for your employees, or as complex as creating one-of-a-kind executive compensation plans to keep your key people invested in the success of the firm.
Lately, healthcare has been a growing concern for employees and employers a like. With costs as high as they are, it is important to know that you are getting the most of the dollars spent. Its important to review your healthcare plans with experts on a semi-regular basis to be sure that you’re not missing out on opportunities to improve. For larger firms, it often even makes sense to restructure to a self-insured model, providing greater savings and benefits to both the employers and the employees. Whether its finding the right insurer or building a self-insurance plan, Clark & Company works closely with the best healthcare minds around to help you develop the best plan for everyone involved.
Asset Planning
As operations grow, may firms begin to find great value in bringing new and diverse assets into the mix to complement their primary operations. This is common with unpredictable or cyclical businesses looking to establish something to provide returns while they face the ebbs and flows of their main operations. This is also common for banks and credit unions looking for legally eligible and dependable assets to help offset the costs of employee benefits and maintain balance sheet strength. Clark & Company has a broad library of assets, tools, and knowledge at our disposal to build a specialized plan to meet your firm’s needs.
Partnership
Clark & Company is eager to partner with you to provide a broader range of services to your clients and/or members. We have found great mutual success in bringing our capabilities side-by-side with firms like yours to provide greater value to your audience and your firm. Our strategic partnerships vary on a case-by-case basis and can be customized in style and scope to fit and complement your firm’s mission and values. We are well equipped to team up with law firms, accounting firms, insurance brokers, banks, credit unions, and much more.
Retirement Services
While retirement plans have become almost ubiquitous in well established firms, the nuances that separate the typical plan from an excellent plan are often neglected. It is important to thoroughly assess your plan every few years, not only to fulfill your obligations as the plan fiduciary, but to be sure that you are making the best use of your resources to attract and retain the best talent. Clark & Company works side by side with firms like yours to perform a comprehensive review of your plan, uncover vulnerabilities and opportunities, and present you with multiple alternatives to act on each. With our network of top tier Recordkeepers and Third-Party Administrators, we aim to combine competitive costs with high quality platforms and investments, highly customized design, and personalized employee care.
This often means going deeper than just a 401(k) or 403(b). We are also equipped to assist in the development of profit-sharing plans, cash balance plans, non-qualified plans like deferred compensation and other executive carveouts, and more.
Employee Benefits
We are in the midst of one of the most competitive job markets in history. Lately its hard to find the right person for the job and even harder to get them to stay. This takes more than a paycheck; it’s become crucial to create a culture of making employees feel valued and providing the right perks and benefits to back that up. Clark & Company will partner with you to help you create this culture and find the right tools to make it work. After a comprehensive review of your current offerings, we will work to find new opportunities to create value for your employees while reworking your existing benefit portfolio to make it more cost efficient for you and beneficial to the employee. This can be as simple as implementing group insurance packages to sweeten the deal for your employees, or as complex as creating one-of-a-kind executive compensation plans to keep your key people invested in the success of the firm.
Lately, healthcare has been a growing concern for employees and employers a like. With costs as high as they are, it is important to know that you are getting the most of the dollars spent. Its important to review your healthcare plans with experts on a semi-regular basis to be sure that you’re not missing out on opportunities to improve. For larger firms, it often even makes sense to restructure to a self-insured model, providing greater savings and benefits to both the employers and the employees. Whether its finding the right insurer or building a self-insurance plan, Clark & Company works closely with the best healthcare minds around to help you develop the best plan for everyone involved.
Asset Planning
As operations grow, may firms begin to find great value in bringing new and diverse assets into the mix to complement their primary operations. This is common with unpredictable or cyclical businesses looking to establish something to provide returns while they face the ebbs and flows of their main operations. This is also common for banks and credit unions looking for legally eligible and dependable assets to help offset the costs of employee benefits and maintain balance sheet strength. Clark & Company has a broad library of assets, tools, and knowledge at our disposal to build a specialized plan to meet your firm’s needs.
Partnership
Clark & Company is eager to partner with you to provide a broader range of services to your clients and/or members. We have found great mutual success in bringing our capabilities side-by-side with firms like yours to provide greater value to your audience and your firm. Our strategic partnerships vary on a case-by-case basis and can be customized in style and scope to fit and complement your firm’s mission and values. We are well equipped to team up with law firms, accounting firms, insurance brokers, banks, credit unions, and much more.