Your organization’s 401(k) plan is an extremely important piece of your overall employee benefits package. The 401(k) marketplace has had many changes over the past several years. This means that there is a greater need for oversight, monitoring, and overall compliance.
Our goal is to help improve the cost-effectiveness and performance of your retirement and savings offerings.
We evaluate your plan’s current investments for return, risks, and expenses and compare them to other options that may be available.
We conduct at least one educational meeting annually in the form of a seminar for all employees.
We help you develop an Investment Policy Statement that is consistent with ERISA §404(c) and drafted per the fiduciary standards applicable to qualified retirement plans.
We provide an appropriate range of asset classes or investment categories that will satisfy the “broad range” criteria of the Department of Labor regulations and that are consistent with the investment needs of your employees.
We continue to subject your plan’s funds to a comprehensive performance attribution analysis to ensure that each investment continues to demonstrate the performance and asset class characteristics that it was selected to provide.
This information is not intended as ERISA, tax, or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
Getting started doesn't have to be hard. We have a launch tool that makes the onboarding process easy.
We will work with you to ensure that you and your team get the most out of our services. From launching the program to supporting your team, we are with you every step of the way.
We believe pricing should be simple, straightforward, and easy to understand. Our pricing structure is built for transparency with the goal of reducing the cost to employers and employees.
With our easy-to-understand materials, tools, and plans, we will help you to reach your employees and aim to maximize their individual retirement plans, regardless of the size and type of your business.
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