Retirement Solutions

Comprehensive retirement solutions for your business and employees.

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Help employees secure their financial future

Employers face unique challenges in a complex, ever-changing retirement environment. We offer a full suite of retirement planning solutions, strategically designed to address the needs of your organization and employees.

Fiduciary and Trustee Capabilities

Discretionary Trustee

3(38) ERISA investment manager

3(21) ERISA investment manager

Investment
Management

Manager agnostic, in-house and external funds

Low cost active and passive funds

Investment
Consulting

Custom plan recommendations

Regulatory & fiduciary compliance


Employee
Education

Custom programs to inform employees

On-site and online to increase enrollment

Administration*

Custody

Record keeping





*Administration services provided through The Newport Group, a preferred partner of People’s United Advisors, Inc.

People’s United Advisors

People’s United Advisors offers wealth and investment solutions, customized to each client. We draw upon our tenured team's expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. With a long fiduciary history, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.

Differentiated, personalized, fiduciary service

We bring extensive experience working with employers to plan, implement, invest and service retirement plans. With our uncommon expertise and a local presence, we serve as your plan’s ERISA investment fiduciary to handle investment decisions.

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Seamless conversion keeps you focused on your business

We’re committed to ensuring a seamless transition for your business and your employees. Our industry-accredited experts work with your team from start to finish to facilitate a complete, thoughtful plan conversion process that can be completed in as little as two months.

We’ll work with your team from start to finish, providing locally-based, seamless and highly personalized service for a full suite of retirement planning solutions.

We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

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Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

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Visit a local branch near you

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Disclosure

Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value


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