Small Business Retirement Plan

HUB Retirement Select is a fully bundled retirement plan that takes the guesswork out of plan administration and investment selection. 

ERISA 3(38) Investment Management
When you choose HUB Retirement Select, you’ll have an ERISA 3(38) Investment Manager who provides the investment menu for your retirement plan – saving you time and informing you on the funds in your plan. We take responsibility for the quality of the investments and give you regular updates.

Fiduciary Risk Support
As a plan sponsor and plan fiduciary, you have legal responsibilities to ensure your plan operates in the best interests of its participants and beneficiaries. Plan administration can be challenging to navigate without the appropriate resources. HUB Retirement Select offers access to the guidance you need at a price point appropriately scaled for your business.

Intentional Plan Design
Employee behavior can sometimes undermine retirement readiness. We incorporate design features that recognize human behavioral weaknesses and work to counteract their impact. HUB Retirement Select’s default investment offering takes your employees’ evolving needs into consideration.

Quarterly Resources
We’ll keep you in the loop on what matters. You’ll receive a quarterly monitoring report that includes tools and analytics that make it easy to monitor and optimize your plan, and an economic update to help you understand the bigger picture.

HUB Retirement and Private Wealth offers institutional and retirement services to for-profit and not-for-profit organizations and customized private wealth management services to individuals and families. HUB Retirement and Private Wealth employees offer securities through partner Broker Dealers not affiliated with HUB.  Employees of HUB provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, Silverstone Asset Management, LLC, Hub International Investment Advisory Services, Inc., and Sheridan Road Advisors, LLC are wholly owned subsidiaries of HUB International. Learn more about HUB Retirement and Private Wealth.

Retirement planning can be complicated. We make it easy and streamlined.

Support Employee Financial Wellbeing
Seven in ten employees feel that they need their employer’s help in feeling healthy and financially secure.¹ A holistic approach to financial wellness, including health and retirement benefits, provides your employees an opportunity to increase their financial confidence and retirement readiness.

Recruit and Retain Talent
While many employees consider retirement benefits as a must-have, only 58% of small businesses offered retirement benefits in 2019.² HUB Retirement Select offers you the opportunity to stand out from your peers with a major value-add to your benefits offering.

Offer More, Get More
HUB Retirement Select gives you the opportunity to offer amenities traditionally afforded to larger organizations, bundled into a simplified, single retirement plan solution. You gain access to resources from leading retirement service providers, and an institutional pricing model that may not otherwise be available to you.

¹ The Employer Perspectives on Financial Wellness Survey”, 2020

² PLANSPONSOR, “Small Business Employees Sorely Need Retirement Plan Coverage,” January 2019.