Approach to Qualified Planning
Our team helps facilitate the introduction, evaluation, selection, and implementation of a plan record keeper.
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
participation 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