We strive to leverage our extensive experience and expertise with group retirement plans by following a well-defined, thorough, and proprietary process that supports all plan stakeholders.
Porchlight provides informed, full-service group retirement consulting services at both the employer and employee level. We take pride in our team’s commitment to staying abreast of international industry trends, developments in behavioural science and evolving technology to find ways to deliver a level of service that exceeds your expectations.
Are you an Employer?
We assist you in designing a thoughtful group retirement solution that meets your organizational objectives. We source a competent plan provider, then help you monitor it all using a proprietary governance and oversight regimen that meets or exceeds industry compliance requirements.
Are you a plan member or employee?
For you, in conjunction with your employer, we create a comprehensive member education strategy, aimed at providing you with the tools you need to understand and maximize the benefits of your employer-sponsored plan. You can access our team of Certified Financial Planners® (CFP®) through group seminars, one-on-one advice sessions, by phone and/or email. All plan participants who ask receive a customized investment commentary.