Approach to Qualified Planning

Our team helps facilitate the introduction, evaluation, selection, and implementation of a plan recordkeeper

• We help your firm identify, evaluate, and select a plan recordkeeper, and plan administrator
• We work with you to select an array of diversified investment choices for your plan
• We help you with plan design features and provisions
• We serve as co-fiduciaries with you, and offer 3(21) or 3(38) options

Our team prepares benchmarks to:

• Develop an investment selection and monitoring program
• Conduct a regular review of the plan, including an economic recap, financial market summary, and an investment review
• Identify and compare plan expenses with published studies

Our team avidly supports participant education and consultation

• We conduct and coordinate enrollment education meetings and webcasts
• We assist your firm with a participant education campaign
• We make ourselves available for group and one-on-one participant meetings
• We assist participants with retirement income strategies, if desired