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Service Excellence focused on results

We help people pursue a better future

We can help your employees take control of their finances while helping you simplify every aspect of plan administration. Our services include:

  • An innovative participant experience that engages your employees via the channels they prefer, and is proven to motivate increased savings and financial wellness
  • A fully integrated recordkeeping system that creates efficiencies and reduces manual administration while utilizing the most sophisticated security protocols available
  • Local, in-person consultation for plan sponsors and participants, including fiduciary services from dedicated Relationship Managers
  • Cutting-edge, personalized communications strategies that utilize automation and are proven to increase engagement and drive positive behavior
  • A suite of financial wellness resources, including investment support from experienced portfolio managers and financial services experts

In addition to innovative technology and results-driven resources, our dedicated team of local representatives is committed to providing you seamless day-to-day support for all plan needs, including:

  • In-person group and individual employee education meetings
  • One-on-one financial consultation with experienced financial advisors
  • Regular plan and investment reviews to ensure alignment with your goals
  • Investment analysis and reporting from industry-leading partners including Morningstar, Bloomberg and Fi360
  • Guidance in developing investment policy statements
  • Consultation on optimal plan design and communications strategies
  • Delivering required participant communications and notices

Every piece of our offering — from local, in-person support to ongoing employee engagement and practical, results-driven resources — is designed to help your employees pursue a better future. Success for them translates to success for you, and Bremer has the experience, scale and resources to help you pursue that shared success.

 

© 2019 Bremer Financial Corporation. All rights reserved.

Trust products and services are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.