We help our clients meet their ERISA fiduciary responsibilities and advise plan sponsors on how to best protect themselves from personal and corporate financial liability while making sure their 401(K) plan is managed, monitored, and analyzed. We empower plan participants to establish and monitor their own retirement options, plan assets, and help them navigate professionally managed investments that are suitable to their needs and long-term objectives.
Developing Your 401(K)
This is a continuing process that begins with plan design, and includes updating, monitoring, authorizing transactions, testing, preparing files and disclosures, managing funds, and more.
STEP 1
Full Fee Analysis & Disclosure
STEP 2
Analyze Funds
STEP 3
Design Your Plan
STEP 4
Outline Administration & Fiduciary Services
STEP 5
Ongoing Participant Education
Key Retirement Services
Plan Sponsor Education
Whether you are a first time or experienced plan sponsor, we take time to make sure you are comfortable with your plan and the accompanied responsibilities.
Employee 401(k) Education
Customized videos, flyers, employee meetings, and even one-on-one meetings are just the tip of the iceberg in when it comes to how we help educate your team.
Proactive Compliance
Typically, compliance test are conducted annually. We run compliance test throughout the year, so we're proactive in resolving issues.
Ongoing Consultation
As your business changes, so must your retirement plan. We'll help your plan evolve to meet the shifting demands of your business and employees.
