Who We Serve

Retirement Plans for Manufacturers

Standardized oversight for industrial company retirement plans across plants and shifts.

How We Help Manufacturers

We simplify retirement plan administration for manufacturers with large or multi-site workforces, focusing on cost efficiency and compliance. Our manufacturing 401(k) plans balance transparent fees, clear processes, and scalable education.
Your Operating Reality
Multiple locations, around-the-clock shifts, and a mix of hourly and salaried employees call for a plan that’s consistent, simple to operate, and easy to explain.

What Matters to Your Industry
  • Clear pricing and defined provider responsibilities
  • Eligibility and enrollment processes that keep pace with hiring
  • Investment oversight that follows the IPS
  • Shift-friendly education sessions and reminders
  • Documentation that’s easy to produce for audits and reviews

What You Can Expect

A steady review cadence with (k)lean Analysis™, fee benchmarking with documentation, ERISA 3(21) or 3(38) support, and participant education sized for shift work, all delivered in materials plant leaders can use.

A named relationship manager for HR and plant leadership

Investment monitoring and reviews per the IPS

Minutes and action items delivered promptly and stored in the Fiduciary Briefcase

A practical calendar for reviews, cost checks, and enrollment support