6520 Centerville Business Parkway
As professionals with many years of experience in corporate retirement plans, our role is to serve as your company’s advocate – helping you connect your goals with the resources you need to accomplish them.We offer comprehensive services for a variety of defined contribution plans, including 401(k) Plans, Employee Stock Ownership Plans (ESOPs), Profit Sharing or Stock Bonus Plans, 403(b) Plans, and Simplified Employee Pension Plans (SEPs)Our approach is based on a business model supported by three core pillars: Simplicity, Focus and Balance
1. Simplicity We do the work for youEvaluate your current retirement plan, a process that includes identifying places where you may be paying hidden and unnecessary feesVendor benchmarkingMaximize tax benefitsProtect you and your company’s fiduciaries from unnecessary litigationWrite a Request for Proposal (RFP) and analyze proposals to make sure you obtain the best solutionMonitor your plan investmentsEducate and motivate your employees to participate
2. FocusResults, not proceduresThink of us as one of your employees — one who just doesn’t happen to have an office on siteOur expertise is in helping you get the results you want, and helping you understand the complex rules and regulationsWe sit on your side of the negotiating table to find the best retirement plan solution for your companyOnce your plan is implemented, we monitor it regularly to make sure it continues to meet your company’s goals over timeThat leaves you free to focus on what you do best: running your business
3. BalanceLike many business owners, you are likely concerned about plan costsOften, we are able to uncover places where you are paying unnecessary expenses and use that money to reduce your plan’s future expenses and cover other plan feesOur Retirement Plan Diagnostic is conducted at the outset of our relationship and then on a regular basis to determine if there are opportunities for cost savings or program enhancements. This allows us to identify strategies and elements that may have been overlooked or not kept current.
Part of our value to you is our capability to deliver significant resources with focused solutions based on your company’s needs.
Through our years of experience working with corporate retirement plans, we have acquired a broad-based knowledge of pricing and plan providers across multiple platforms.
This enables us to offer a comprehensive suite of services and allows us to guide you in making smart, objective decisions in a wide range of areas, including:
1. Retirement Plan Diagnostic2. Retirement Plan Design3. Fiduciary Shield4. RFP Manager5. Education Experience6. Wealthcare Monitor
RECORDKEEPINGTECHNOLOGY SERVICESEMPLOYEE COMMUNICATIONSCOMPLIANCEINVESTMENT MANAGEMENTCOST ANALYSIS
CFOs, CEOs, Presidents and other fiduciaries have personal liability for assets in the company’s retirement plan. The following chart provides an example of fiduciary considerations required of plan sponsors by two ERISA regulations passed in 2013. Additional regulations are currently being considered by Federal legislators.
To help you comply with these and other ERISA rules, we provide fiduciary guidance and tools to help you reduce your exposure to fiduciary liability.