You're considering establishing a retirement plan or changing the administration of your current plan. We will help you.
Establish the objectives of your new plan through a fact-finding mission that involves you, your human resources personnel, and other members of your team. Review your existing plan, if one is in place. Does it meet your needs as well as the needs of your employees? Is it user-friendly? Can it be better?
Propose a plan design based on our review of the objectives you have established for your new or revised plan.
Implement the new plan for you. Implementation includes a variety of important processes, including:
Communication.
Documentation.
Record-keeping.
Compliance.
Reporting.
Coordinate with the investment provider. We will tailor our administrative services around the investment program that you choose. Our interaction with your investment provider results in turnkey service.
Daily valuation. As your third party administrator, we can provide daily valuation services through numerous organizations.
