Retirement Plan Services
Retirement Plans that Align with
Your Corporate Culture & Demographics
ERISA Fiduciary Training For Plan Sponsors and Retirement Committee Members.
- Self-Paced Course
- 50+ Video Lessons
- Compliance Tips
- Expert Instructors
- Certificate of Completion
We assess and help to improve your plan’s overall Health with a focus on “best practices” that keep your plan compliant, competitive, and provide a pathway for your participants to attain their long-term retirement savings goals.
Breakdown and compare how your plan’s total costs compare to industry and marketplace benchmarks giving you the information you need to ensure your plan is delivering value to its participants.Accomplishments & Meeting Minutes
Plan Fiduciaries generally are on top of their responsibilities but often don’t take the time to record accomplishments and take meeting minutes. Our team helps to memorialize and store this data helping to protect Plan Fiduciaries and clearly demonstrate their value.
Guiding and helping you through your plans year-end tasks to ensure your meeting compliance requirements and that vendors are completing their responsibilities.
Enrollment Support
When a participant becomes eligible for a plan, it is an important decision making moment in their life, and we want to be there.
We monitor plan entry dates and reach out individually on a one-on-one basis to all newly eligible employees to discuss with them the details of the plan and the importance of appropriately saving for retirement.
Ongoing Financial Education
Provie ongoing participant education through multiple communications channels, including in person presentation and live webinars, to make our material accessible to employees and ultimately improve the financial wellness of plan participants.
One-on-one Meeting with an advisor.
Most employees do not feel comfortable asking financial questions in group settings. For that reason, we provide one-on-one access to our advisors, providing employees with an opportunity to ask important questions.
Weekly Communications
We regularly distribute educational information on investment and financial planning to participants discussing topics such as Financial Wellness, Estate Planning, Life Insurance, and other important financial topics.