The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc. provides financial recordkeeping and plan administrative services. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc., are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.
Our local relationship managers can either work directly with your clients or support you in doing so.
- Ongoing review of the retirement plan's operations
- Regular communications highlighting issues of importance to the plan
- Periodic evaluations of the plan's success in meeting its goals
- Recommendations for enhancements or changes to the plan and its operations
Retirement Plan Consultants
Our local retirement plan consultants are able to assist you and your clients with plan design issues, plan conversion and more. They can also work with our other support teams to answer questions and map out solutions for the plan.
The account manager is the single point of contact for administration issues and the keeper of plan records. They work with employers to reduce administrative burden and to ensure the plan is complying with annual testing and compliance requirements.
The Standard's RetireReady Tracker is a customized plan-level reporting tool that advisors can use to consult with employers about how well their workforce is saving for retirement. The report uses actual census data to estimate employees' income replacement ratios at retirement, giving both you and your clients insight into the effectiveness of the plan.