Plan Design & Compliance Assistance – In the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans essential. It is critical that the legal, compliance and design aspects of a plan are current.

Assist with Finding the Right Provider – The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, record keeping, compliance, and employee communication services and standards. Furthermore, total plan costs are usually impossible to determine from the face of the proposals.

Communication & Education – A successful communication program is critical to the success of a company’s retirement plan. As enrollment and education specialists, we understand that the development of an effective communication program varies greatly from business to business and across industries. We review the wide variety of options available with your retirement plan committee and assist you in creating the most appropriate program specifically for your employees.