- Plan Design & Compliance
In the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans essential. It is critical that the legal, compliance and design aspects of a plan are current. Finding the Right Provider
The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, proposals may not include enough information to easily determine administrative, record keeping, compliance, and employee communication services and standards. Furthermore, total plan costs are often difficult to determine from the face of the proposals. We can help.- Communication & Education
A successful communication program is critical to the success of a company's retirement plan. We understand that the development of an effective communication program varies greatly from business to business and across industries. We can help an employer review the wide variety of options available and create the most appropriate program for their particular employee population.