Design & Administration

Before we suggest the best fit retirement plan configuration, we carefully assess your unique needs and particular goals.

Goals to consider:

you may have specific employer contribution intentions

you can establish favored employee classes for differing % of employer contributions

eligibility features are custom designed for your program

So, we prepare options for proposed designs that match your particular interests. Then, retirement plan specialists closely interact totailor the plan to your complete satisfaction during this important phase.

Thereafter, it’s smooth sailing for most all day-to-day administration which is handled by your assigned 401k account manager.

Payroll contributions are handled automatically where your payroll provider is aligned with the 401k record keeper

Employee eligibility and enrollment are supported by your advisory team

Your Administrator helps to maintain compliance and keep you on track with Federal regulations

Education & Enrollment

The most essential element of any 401k is the perception of your benefit among employees, and this begins with our quality advisory services.

We support your employees initially with the enrollment process and continually by engaging with their interests, questions, and individual needs.As experienced advisors, we are educators and motivators, enriching lives by empowering individuals to invest successfully for retirement.

Employees commonly appreciate the hands-on support when they need it.

Investment Review

Investments as well as your business retirement benefit goals may change over time, so we help you monitor your program through regular annual checkups.

Our intent is to ensure that you have the most suitable and contemporary plan design to fit your growing needs.

Plan reviews are scheduled automatically and with additional assessments upon your request at no cost.

Fiduciary Investment Reviews are completed to closely evaluate existing fund performance as measured against peers within respectve investment categories

The investment lineup can be enhanced through free fund additions & substitutions, and we take out the guesswork with careful recommendations based on a comprehensive score card methodology