|
Our
Services
We offer the
following services:
State
of the Art 401(k) Consulting
From initial Plan design to advice on the latest regulation,
we offer innovative advice based on moral integrity, a combination
of disciplines, and years of experience. We do not sell mutual funds
or securities nor do we provide investment advice; therefore, our
recommendations are absolutely objective, solely geared toward doing
the best for your employees. Over the years we have been among the
very first in the country to counsel our clients regarding:
- Automatic
Enrollment
- Pre-mixed
Efficient Investment Portfolios
- $uper$aver
- We can show
you how to automate the main activites in your Plan:
- Enrollment
(get 'em in)
- Employee
contributions (get 'em contributing)
- Employee
investment elections (get 'em invested)
- Benefit
distributions (get 'em out)
- Legal
Services - We handle IRS approval of your Plan, preparation
of Form 5500s including signing and filing, and on-going consultations
regarding the myriad legal and ethical issues faced by 401(k)
Plan Sponsors. We can help you build a legal firewall around your
401(k) Plan, making it virtually impervious to lawsuits.
- Recordkeeping
- We provide full recordkeeping services, everything from loan
amortization schedules through Plan valuations to discrimination
testing. We use our own proprietary systems to perform these tasks,
so we are nimble and quick. You will never hear us say "Our
system can't do that."
- Customized
Participant Communication - From Transition paks to
Auto Enroll paks, from Quarterly Statements to customized Employment
Termination Withdrawal Forms, we provide easy-to-read communications
customized for each person. Nothing leaves our office addressed
"Dear 401(k) Plan Participant"!
- ERISA
Master Provider Administration
- You can capitalize on economies of scale and achieve a cohesive
vision for your Plan by packaging our Consulting, Legal, Recordkeeping
and Communication services into one streamlined set of ERISA Master
Provider Administration services.
|
