What We Do
- We partner with you to identify your top plan issues and develop unique, effective solutions that are tailored to your specific needs.
- We focus on reducing plan costs, decreasing fiduciary exposure, and increasing participant outcomes.
- We provide support with monthly plan monitoring and oversight on every aspect of your plan.
- We stay abreast of industry changes and changes in the regulatory environment, keeping you informed of relevant developments.
- We always work for the participant’s best interest while trying to increase participant outcomes.
- Our unique service model helps provide peace of mind: you will know that a firm with proper training and knowledge will be guiding you through the intricacies of your plan.
What we do for every client:
- Monthly monitoring of your plan
- Assistance in meeting all deadlines
- Reduce fiduciary exposure
- Streamline and simplify plan administration
- Monitor plan expenses
- Work to reduce plan costs
- Monitor plan investments
- We offer recommendations on underperforming investments
- Help increase participation rate
- Help increase participant saving rates
- Compliance oversight of all plan procedures
- Review all documents before you sign
- Problem resolution
- Unbiased – best interest recommendations
SPECIALIZING IN THE DESIGN IMPLEMENTATION, AND MONITORING OF THESE PLANS:
- Safe Harbor
- Profit Sharing
- New Comparability
- Prevailing Wage
- Safe Harbor
Defined Benefit Plans
- Cash balance
- Final Pay
- Flat Benefit