Our process…
Understand your goals. We'll work with you to identify your organization's unique goals and determine the needs for your retirement program.
Develop a plan and put it in motion. We'll design a custom, outcomes-based retirement solution that aligns your plan with your organization's goals and needs. Through a coordinated effort with service providers, Third Party Administrators (TPAs) and investment managers, we'll put a plan into motion.
Monitor, measure success, modify. We'll actively monitor the retirement program and recommend modifications to optimize performance and your satisfaction with the plan.
Full spectrum of Retirement Plan services
We offer a full spectrum of retirement plan services for all types of qualified and nonqualified plans:
Plan Governance and Fiduciary Oversight. Through a thorough retirement plan governance process, we'll help you establish best practices to manage your fiduciary responsibility. We can also act as a 3(21) fiduciary on your behalf.
Investment Guidance. From benchmarking, to reporting, to ongoing selection and monitoring, we'll work to ensure your participants have the right mix of investment choices and that investements are competitive and meeting your plan's objectives.
Employee Education and Communication. We'll work with you to develop a strategic, outcomes-based education plan for your participants. For us, education isin't just getting employees enrolled in the plan, it is an ongoing commitment to helping individuals take important action toward their retirement goals.
Plan Analysis and Consulting. We'll do thorough reviews of your plan design, plan documents, and plan fees to ensure your plan is meeting your objectives and ensure fees are in line with the services you receive.
Provider Benchmarking and Search. We'll help you fulfill your fiduciary responsibility by conducting a retirement plan provider search. Best practices suggest doing a search ever two to three years. We'll then proactively monitor and benchmark your plan against others to ensure it is getting results.