We can assist you in selecting the most appropriate plan solution for your needs, such as:

• 401(k)
• 403(b)
• Profit Sharing (Traditional or New Comparability)
• Traditional Defined Benefit or Cash Balance
• 457
• Non-Qualified Deferred Compensation
• SIMPLE and SEP Plans

Our process includes:

Strategic Assessment

• Take a fresh look at all aspects of the plan.
• Review plan objectives to ensure goals and outcomes are aligned.
• Identify potential areas of improvement.

Plan Design Maximization

• Assess plan design for contribution growth and improvement opportunities.
• Review plan design elements for deficiencies and cost benefit considerations.
• Benchmark plan features against similar businesses.

Provider Search Analysis

• Maintain or seek appropriate provider, using a well-documented process.
• Act as provider liaison, from installation to ongoing relationship management.
• Evaluate reasonableness of plan fees and service.

Participant Engagement

• Develop and implement education strategy.
• Host group and individual enrollment and education meetings.
• Coordinate communications and reporting with provider.

Investment Management

• Assist with Investment Policy Statement (IPS).
• Use process to select and maintain well-designed fund menu.
• Evaluate target date fund and QDIA strategies.

Fiduciary Guidance

• Share best practices on education and plan governance.
• Provide legislative updates and plan trends.
• Conduct periodic plan reviews, committee meetings, and reporting.

Contact us today to discuss how we can help you fulfill your business retirement plan needs.