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