Institutional Investors & Retirement Plans

Your partner in building a strong financial future

As your trusted Investment Advisor, we manage your portfolio with prudent fiduciary governance practices, allowing you to concentrate on running your organization. Our consultative and collaborative discovery process ensures that we provide customized solutions that address your unique needs, going beyond investments to meet your objectives and obligations with holistic advice and expert guidance.

Experience retirement planning made easy with Procyon’s tailored solutions

Procyon is dedicated to providing comprehensive retirement plan services to help plan sponsors meet the challenges of an ever-evolving retirement landscape. We understand that financial market complexities, increased litigation, regulatory change, and longer life expectancies have made it difficult for plan sponsors to balance offering attractive retirement benefits while controlling costs. We address these challenges by offering a full range of customized services and solutions designed to minimize employer liability and maximize employee value.

Our defined contribution plan services include:

Investment consulting as a 3(21) advisor or 3(38) discretionary manager, and non-qualified plan consulting
Plan design consulting
Vendor evaluation, search & selection
Fee review & benchmarking
Non-qualified plan consulting

For defined benefit plans, we provide:

Investment consulting as a 3(21) advisor or 3(38) discretionary manager
Asset allocation modeling
Asset/liability analysis
Liability-driven investing (LDI) support
Defined benefit plan termination
Fee review & benchmarking
Custodian, directed trustee and pay agent search and evaluation

Empower employees with education and communication

In addition to these plan services, we offer employee education and advice, individual and group meetings, a dedicated 1-800 financial help center, financial planning, and a custom financial wellness web portal.

Your trusted financial quarterback for retirement plan success

Our team of professionals acts as your financial quarterback, coordinating our resources under one umbrella.

Fiduciary governance

We help retirement plan sponsors manage their fiduciary obligations and can assist their compliance in all aspects of their plan’s operations, from administration and vendor management to plan design and employee education.

Plan communications
We can assist with developing and disseminating targeted plan communications designed to promote plan awareness, utilization and sound investing principles.

Plan design support
We can evaluate and recommend various plan design features, such as auto-enrollment, auto-escalation, fee levelization, ROTH and employer contribution formulas.

Fee analysis & benchmarking
We can periodically benchmark your plan fees and design features versus the marketplace and industry peers.

Employee education
We can provide your employees with relevant education, advice and financial planning support through group meetings, webinars and individual consultations.

Risk management
We will implement a best practices governance approach for your plan designed to mitigate your risk and liability as plan sponsor.

Vendor management
We will work in partnership with your additional plan vendors to resolve periodic issues, ensure accountability and deliver a coordinated service experience.

Investment
management
We can assist you in developing and implementing an Investment Policy Statement (“IPS”) that will serve as
a blueprint for our recommendations on the selection, monitoring and retention of appropriate investment options for your plan.

Unlock your non-profit’s potential with Procyon’s financial consulting

Procyon offers comprehensive financial consulting for non-profit organizations, including senior living communities, government entities, and health care and educational institutions. With our extensive knowledge of the non-proﬁt sector, we’re able to evaluate the ﬁnancial viability of our clients and optimize their investments and resources to support their long-term strategic growth objectives and ﬁduciary responsibilities.

We serve a variety of non-profit organizations, including Life Plan Communities (LPCs), Continuing Care Retirement Communities (CCRCs), colleges, universities, government institutions, and healthcare organizations. Our services include investment consulting, institutional retirement planning, fiduciary consulting, lending consulting, short-term lending solutions, health care and benefits consulting, and cash management.

Preserving your endowment or foundation’s value with Procyon’s investment strategies

Our investment experts work closely with clients to identify solutions that maintain spending targets while preserving the real value of their funds.. Through a rigorous discovery process, we gain a deep understanding of our clients’ objectives, risk sensitivities, spending requirements, and liquidity needs. We then design customized investment strategies that align with their purpose.

Innovative strategies for optimal liquidity management

Our cash management services include a variety of investment options and innovative strategies tailored to meet our clients’ safety, liquidity, and yield requirements.

Providing employers with affordable and modern employee health solutions

We work with employers to provide access to effective and value-added employee health and welfare solutions that control cost and employ state-of-the-art technology, education, and training.