Employer Sponsored Retirement Plan Services
Corporate officers, plan trustees, and other key members of businesses face more responsibility and scrutiny today than ever before. The added burden of making sure company retirement plans are designed and monitored is of utmost importance.
As an independent retirement and consulting practice, our priority is serving the interests of our clients. This independence allows us to provide you with the best investment vehicles, best research, analysis and complete fiduciary review to satisfy your company's defined contribution, executive deferred compensation plan. and defined benefit plan needs.
Third Party Administration
- Qualified Plan Design
- Plan Document Preparation and Amendments
- Participant Deferral and Investment Elections
- Participant Notices
- Nondiscrimination Test Results
- Census Data Gathering
- Form 5500 Filing, Including Attachments
- Plan Account and Financial Statements
- Record-keeping and Valuation Reports
- Participant Distribution Forms
- Tax Forms
Service Provider Search
Investment Due Diligence
Investment Policy Statement
404(c) Policy Program
Annual Plan Review
Employee Education and Communications
DOL Audit Assistance
For a list of retirement plan options for your business, click here.