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