Plan Sponsor Services
Well managed retirement plans have fundamental elements that are evidenced through the fiduciary process. This is a disciplined process that ensures your retirement plan follows ERISA guidelines and well as best practices.
- Understand the primary goals, strengths, and challenges of the plan relative to objectives that define success, and actions that achieve success.
- Maintain defined fiduciary responsibilities. Through proper guidance we ensure they are understood and acknowledged.
- Concise and formal strategy to manage the investment suite utilized by your employees.
- Investment monitoring and documentation
- Review of service providers as well as benchmarking providers and investment options
- Centralized compliance file
- Participant education for your employees.