Comprehensive Plan Management & Plan Design Consulting
We manage and advise on every aspect of retirement plans providing a single point of contact for any and all needs related to administration, record keeping, plan documents, salary deferral / payroll processing, employee enrollment and investment selection and monitoring.
We can often manage your existing Plan without changing the TPA or record keeper, avoiding disruption while providing maximum enhancement.
Count on us to:
- Creatively consult on the design of the Plan to achieve your goals as efficiently as possible
- Oversee all compliance matters / testing and explain them in a way that makes sense
- Maintain oversight of all service providers to your plan including the third party administrator, recordkeeper, custodian, investment managers and mutual funds, and if necessary, lead the search for new service providers
- Meet with you periodically throughout the year to review options, allocation strategies, testing and performance
- Meet with and engage each employee on a regular basis so they make the right decisions to help them be more financially secure in retirement