Defined Contribution Solutions

We take a vested interest in your business, your employees, and your success.

Do you see employees as your most important asset? Then JNBA wants to work with you. Because we believe in providing not only a higher standard of financial advice, but also education, personal attention, and transparency.

Other advisors might treat your 401(k) like a commodity offering they can pull off a shelf. We don’t. At JNBA, we believe that a retirement plan is more than just numbers in a portfolio. It should be a comprehensive strategy designed to benefit both you and your employees. That’s why we seek to deliver a higher standard of service on five vital aspects of your retirement plan: Investment Management, Fiduciary Responsibility, Plan Design, Employee Education, and Service.

The Defined Contribution Service Solution

As a co-fiduciary to your qualified retirement program, JNBA provides independent industry-leading service grounded in an advice driven by advocacy® approach that started over 40 years ago. We believe this foundation can help enhance company culture by increasing employee plan participation, satisfaction, and knowledge. We do that by offering:

Open Investment Platform

  • Independent investment choices within the plan (not tied to any company, fund, or product)
  • Active selection and monitoring of investments to achieve diversity and asset allocation goals for plan participants
  • Experienced, independent third-party administration referrals

Fee Transparency

  • Fee structure that is transparent, reasonable, fair, and readily determinable

Employee Education

  • Educational seminars customized to meet the needs of employees at every level. Topics can include retirement planning, asset allocation and diversification basics, value of participation, insurance (e.g., life, long-term care), and estate planning
  • On-site advisor day(s) for employees to schedule dedicated one-on-one time with an experienced JNBA financial advisor to address plan questions and provide general financial education
  • Quarterly market updates

 

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

CONTACT US FOR A COMPLIMENTARY CONSULTATION