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
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Plan design, consulting and documents
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Dedicated relationship manager
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Compliance oversight
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Annual discrimination testing
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Government filings
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Fiduciary support
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Complete fee transparency
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Daily transaction processing
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Participant communications and statements
Advisor Services
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Initial selection and ongoing monitoring of plan investment options
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Investment advice to plan participants
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Service and advice to plan participants
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Acts as fiduciary on plan
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Provide ongoing participant education and financial wellness program
