Retirement Solutions

Employers face unique challenges in a complex, ever-changing retirement environment. Is your business ready?

A comprehensive approach to help grow and protect retirement assets

People’s United Advisors offers a full suite of retirement planning solutions, strategically designed to address the needs of plan sponsors and their 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

We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. 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. As a fiduciary, 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.

Personalized service
With over 40 years of serving as a dedicated 3(38) trustee, our industry accredited professionals will help your team by delivering:

  • A local, responsive service model
  • Fiduciary protection
  • Plan design and consultation
  • Custom employee education programs
  • Robust investment reporting
  • Fee analysis / fund comparison

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'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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