The services that set us apart from other 401(k) advisors and qualified plan consultants are as follows:
• Gathering, analyzing and prioritizing your company’s retirement plan needs.
• Evaluation of current plan including service provider strengths and weaknesses, tax-savings analysis, plan design, investments offered, participant understanding and fees charged.
• Assistance in formulation of Investment Policy Statement and due diligence files.
• Monitoring of plan investments for adherence to the Investment Policy Statement.
• Ongoing employee education seminars and re-enrollment meetings.
• Commitment to the due diligence process through the facilitation of a formal contract review with the plan trustees on an annual basis.