UMBRELLA FUND SOLUTIONS

Many employers, especially smaller ones, find that the process of establishing and managing their own retirement fund too complex; and the risk of personal liability for employer-appointed and member- elected trustees, too onerous. They prefer to participate in a packaged retirement fund solution, also known as Umbrella Funds or Multi-Employer Funds.
These funds allow participating employers and their members to select a benefit structure appropriate to their level of choice and to leave the complex governance and compliance issues to industry experts. In addition, they benefit from the economies of scale created by such an arrangement.We assist employers to select an appropriately packaged arrangement, administrator, risk manager and formulate an appropriate benefits structure. We communicate with and support the members to understand and take informed decisions in the process of vesting participation in the umbrella fund. We consult with and support the committee on an ongoing basis in order to monitor the payment of contributions, study the governance and administration reports and to ensure that the management and operation of the fund takes place in full compliance with the service levels agreed to.


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ALTERNATIVE SERVICES

INVESTMENT CONSULTING

We assist the company management board and members to identify, implement and measure an investment portfolio. Experience shows us engaging members with their investment and its performance over time empowers members to make the best decisions possible about their funds and the growth of the funds.

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BENEFIT CONSULTING

We at Retirement Resolutions are specialists at structuring flexible member benefits. Our modus operandi is to engage the employer and member to educate, plan, measure and consciously work towards a successful retirement lifestyle. We always look for the best value proposition for the employer and the member.

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