Our Commitment

TAILORED FOR YOU

For Employers

Be Bold

Remember when employees worked for the same company for 40 years? Pension plans provided a guaranteed income and made employees feel a sense of loyalty? Times have changed. Employee challenges are different, pensions have disappeared, regulation has increased, retirement plans are increasingly sophisticated, stock and bond markets produce wild swings, and the investment selection risks have shifted to employees who feel ill-equipped to make these decisions.

Let our team of specialists, with an average of 20 years of industry experience, help create a plan your employees will truly value. Furthermore, you’ll feel confident knowing your Valiant team is keeping the plan compliant and progressive to meet an ever-changing landscape.

Engagement

We offer a bundled service with advisory and administration. This allows Valiant to build a comprehensive retirement program through benchmarking fees, investment selection/monitoring, plan design, compliance, and testing. It also gives Valiant the ability to take on your record keeping to simplify processes and problem resolution!

Action

We take that program to the employees through group and individual education. With the experience of educating a range of backgrounds, we pride ourselves on delivering a message employees understand and value.

Results

Employees contribute more and can see a future in retirement because of the guidance and education they get in their employer’s retirement plan.

Plan Administration & Compliance Services offered through Valiant Retuire, Inc.*

For Individuals

We know you work hard to save for the future and we're here to make sure that journey is as smooth as possible. What makes us different?

Empowerment

We're not just about making plans – we're about empowering you to make informed decisions about your financial future.

Commitment

From start to finish, we're committed to making every moment count as we help you move closer to a retirement that's both satisfying and rewarding.

Be Impactful

Employers, employees, and individuals are facing more financial challenges than ever and need specialists to help them persevere. Valiant Retire can help guide bold decisions today that will have a positive impact on tomorrow.

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