Specialized Services
For employers and advisors who would like more hands-on service.
“Strive not to be a success, but rather to be of value”
Albert Einstein
Plan Enrollment & Education
Do you need additional resources for participant education?
Many companies struggle with allocating proper resources to this critical element of a healthy retirement plan and retirement success for employees. We can be an added resource in addition to company, plan provider and advisor efforts, filling a needed gap to help employees understand the implications of their retirement plan decisions in direct, user-friendly terms.
We deliver education creatively through a variety of formats, including one-to-one and group meetings, virtual sessions via Zoom, webinars, web and mobile apps.
Plan Comparison & Benchmarking
Looking to meet your ERISA 408(b)(2) regulation requirement as a plan fiduciary?
This regulation requires that “responsible plan fiduciaries must ensure their service providers are “reasonable” and that only “reasonable” compensation is paid for services. Fundamental to the ability of fiduciaries to discharge these obligations is obtaining information sufficient to enable them to make informed decisions about an employee benefit plan’s services, the cost of such services, and the service providers.” – US Dept. of Labor.
We recommend you work with your advisor and/or TPA (us!) to go through a benchmarking due diligence process every 3 years.
Plan Conversion Support Services
Moving your plan from one recordkeeper or investment provider to another?
Moving your plan from one recordkeeper to another can be a daunting task especially if your personnel are “wearing” numerous human resources “hats”. Don’t be discouraged! We are available to support you and your staff with your plan conversion.
Vendor Search
Let us help you with your vendor search.
Need help finding a payroll provider, an accountant, advisor, auditor, a new recordkeeper or investment provider?
We work with many outstanding professionals, and we would be happy to make recommendations based upon your needs.