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Retirement Plan Services

We take pride in our success with helping countless businesses and plan participants pursue their hopes and dreams of living a dignified retirement. Let us help navigate the details so you can focus on what’s most important: growing your business.

 

Assessment Needs

We evaluate your organization’s retirement program needs and develop a specialized plan tailored to the needs of the organization and participants. We will monitor and make recommendations to adjust the plan design annually, as needed.

 

Participant Counselor

Highly interactive enrollment and participant education meetings about the importance of saving will be crucial in order to increase plan participation. One-on-one planning, on call by e-mail and telephone, and assistance with new hire enrollment will be provided.

 

Investment Strategist

Quarterly, semiannual, or annual meetings will be held to assess the overall investment program health, in which you will be updated on new investment options and product offerings that could benefit your plan participants.

 

Provider Due Diligence

We will ensure that the lowest level of administrative burden is placed on the organization to save time and reduce exposure, and deliver detailed side by side, cost benefit analysis and review of providers, as needed.

 

Fiduciary Oversight

An Investment Policy Statement will be developed and implemented for your plan to mitigate risk. We’ll assist you in understanding and meeting your fiduciary obligations to ensure that you’re always in compliance.

 

Performance Evaluation

Investment reviews will be given, as needed, in coordination with the Investment Policy Statement. We will monitor, evaluate, and report performance with administration, employee education, fees, investment options, and recordkeeping. Formal feedback and evaluation procedures will be welcomed by you so that we may constantly work to improve our services.