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Retirement Plan Services

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Providing overall guidance on all aspects of your retirement plan:

  • Benchmarking service providers and assisting with searching, selecting, and monitoring vendors.
  • Monitoring your plans investment options while promoting the suitability of the investment menu using a systematic process.
  • Enhancement of the Investment Committee's knowledge through fiduciary training and assistance with 404(c) compliance to reduce potential fiduciary liability.
  • Monitoring the potential fiduciary risks that affect your plan while maintaining the ojectives of your organization as they relate to plan design and employee participation.
  • Proactively consult on key plan design provisions and provide an array of truly diversified investment choices to create a plan design and services to meet your needs, drive participation and increase contributions over time.
  • We are committed to helping plan participants save and invest wisely and improve their retirement readiness. Optimization of your employee's appreciation of the plan by implementing and measuring the success of an employee communication and education program.

This guidance will assist your company in understanding how each area affects your plan, deciding on the actions to take, and documenting the decisions.