EXPECT SERVICE AT EVERY STEP

Offering a retirement savings plan to your employees is an essential benefit. Ensure your business is positioned to meet the needs of your team.

 

What to expect

 

Plan Administration and Regulatory Reporting

We will monitor your retirement plan with respect to the regulations under the Employee Retirement Income Security Act (ERISA). Annual testing and reporting are part of our service. If any issues do come up, we’ll help you get to the bottom of it.

Investment Options

We work with major investment management firms. We give your employees a choice of nationally recognized options.

Invest with Ease

Employees can see an example portfolio when they choose their risk tolerance online. These portfolios are actively managed by professionals.

Participant Education

We are committed to providing ongoing education to your participants as they make their investment decisions. Through leading edge technology, we offer a variety of online planning tools and tailor presentations to your unique participant audience.

Services

Administration & Recordkeeping Services

  • Plan design, consulting and documents

  • ​Dedicated relationship manager

  • Compliance oversight

  • Annual discrimination testing

  • Government filings

  • Fiduciary support

  • Complete fee transparency

  • Daily transaction processing

  • Participant communications and statements

Advisor Services

  • Initial selection and ongoing monitoring of plan investment options

  • Investment advice to plan participants

  • Service and advice to plan participants

  • Acts as fiduciary on plan

  • Provide ongoing participant education and financial wellness program

 ​

Learn about you, create a strategy, implement the plan, measure and modify