Building a New Plan

What We Do For You:

  • Consult on your retirement plan philosophy and design the retirement program strategy
  • Manage cost and maximize the dollars available for the plan
  • Act as your advocate in negotiating and setting up the plan with vendors
  • Educate you on your fiduciary responsibilities
  • Share investment liability with you as a fiduciary; outline your investment policy statement and choose your investment options; select and monitor your investments
  • Manage the set-up process and establish behind-the-scenes processes with you to make sure you’ve got it covered
  • Educate your employees about the plan and how to use it
  • Service the plan ongoing