Our Service Lines
SHDR is your source for employee benefit consulting, plan administration, investment consulting, and record-keeping services. We serve business of all sizes in varied industries with a deep commitment to each company and its employees.
To recruit, retain and reward talented employees, employers must offer attractive benefits. SHDR helps you design a retirement package that is competitive and that also fits your budget. We take a holistic approach — helping you coordinate benefits, funding and investment policies and manage fiduciary and investment risks.
Plan sponsors must manage the fiduciary responsibilities that go along with their defined benefit pension plans, but usually lack the right expertise. Your expert SHDR actuary helps you design and manage appropriate investment and funding strategies, determine expense for obligations, and prepare reporting and audit information to ensure plan compliance.
Flexible Benefit plans, including FSA, HSA and HRA plans allow you to offer attractive benefits to your employees at less cost than traditional health benefits. Your SHDR consultant works closely with you to tailor a flexible benefits solution that is right for your company’s needs and your budget and that is compliant with government regulations.
ESOPs offer benefits to employees, employers and stockholders alike. A type of qualified defined contribution plan, an ESOP is often used to make retirement benefits payable in shares of employer company stock. Your SHDR consultant helps you establish and manage an ESOP program that will work for your company.
Retirement Plan Administration services from SHDR reduce your administrative burden, allowing you to keep your focus where it should be — on running your company. We can manage multiple retirement plans on a single state-of-the art platform, providing you greater control, a single point-of-contact, enterprise pricing and peace of mind.
Most companies have important legal documents that must be safely stored. Through our parent company BB&T, SHDR offers document custody services which provide for the physical safekeeping of legal documents in secure, fireproof, climate-controlled vaults. We offer additional reporting, audit and certification services for mortgage brokers.