News Release
Contact:
Sue Kessler- Scholl
414. 777. 5864
sue.kesslerscholl@belr.com
Madison. October 17, 2014—Bronfman E.L. Rothschild, alongside others in the retirement industry, will celebrate National Save for Retirement Week, October 19 – 25. The national effort raises public awareness about saving for retirement and allows plan sponsors to highlight the value of their company-sponsored retirement plan.
“We are committed to engaging participants in the retirement savings process,” said Brian Powers, Chief Operating Officer of Bronfman E.L. Rothschild. “We know that the number one goal of every plan sponsor is to prepare their employees for a successful retirement.”
Bronfman E.L. Rothschild provided ideas, activities, and resources to plan sponsors for National Save for Retirement Week that encourage employees to join the plan, increase their savings, and make the most of retirement plan benefits. Bronfman’s week-long program includes peer-to-peer discussion sessions, tips and tools to help motivate behavior changes, and enlisting staff and management to act as a retirement resource for employees.
“We’ve invited the plan sponsors we work with to participate in National Save for Retirement Week,” said Powers. “We serve as our client’s partner as they encourage their employees to participate, save more, and invest well to reach their retirement goals.”
Bronfman E.L. Rothschild offers a full range of wealth management and investment consulting services to families, individuals, institutions, and retirement plan sponsors. The firm provides independent and objective advice to clients, creates retirement plans for plan sponsors and participants, and effectively manages investments.
About Bronfman E.L. Rothschild
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing more than $2 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans overseeing investment fund selection and monitoring, providing fiduciary oversight and offering a unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues, including plan termination, IRS and DOL audits and plan corrections under IRS and DOL approved procedures.
