Comprehensive Services of corporate retirement plans include review and design of the Investment Policy Statement and Education Policy Statement, 3(21) and 3(38) Co-Fiduciary Services, Regulatory Updates, Additional Plan Design Options & Additional Retirement Plan Options for HCE’s, Development of Investment Review Process, Comprehensive Plan Features Review, Compliance Review, and 5500 Review & Filing Support
An Important Decision:
As an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then select the appropriate service provider(s) at a reasonable cost, determine the optimal plan design provisions, choose and monitor investments, keep up with legislative changes, ensure your plan is administered properly, and educate and inform plan participants. All of this hopefully results in a plan that inspires employees to reach their retirement dreams, while helping you recruit and retain valuable associates. Unless your company has individuals with 401(k) expertise who are solely dedicated to managing your employee retirement plan, you should consider hiring an advisor who specializes in 401(k) plans and is dedicated to the needs of you and your employees. When evaluating a 401(k) advisor, you may want to consider their experience, credentials, industry designation, and references from their existing clients.
When you enlist the services of a 401(k) advisor, you gain a valuable ally and time-saving resource who will help you develop and maintain a solid strategy for your retirement plan. You will receive personalized attention by focusing on your needs, continually meeting your expectations, and making you an advocate of our valuable 401(k) advisory services.