Establish

the objectives of your new plan through a fact finding mission that involves you, your human resources personnel and other members of your team.

Review

your existing plan, if one is in place. Does it meet your needs as well as the needs of your employees? Is it user-friendly? Does it provide the necessary disclosures? Can it be better?

Determine

the proper plan design that fits the objectives determined through your review and determine the implementation steps needed to establish the new plan design. Implementation includes a variety of important processes, including communication, documentation, record keeping, compliance and reporting.

Coordinate

the changes with your investment provider. We will tailor our administrative services around the investment program you choose. Our interaction with the investment provider results in a turnkey service.

We have developed a Glossary of Terms that are related to the Retirement Plan Market in an effort to help you better understand the terminology of retirement plans.  Also, we have the annual plan limits for the different plan options available.

If you would like to discuss your current plan or would like for us to show the different options that you have for your current or future retirement plan, please Email Us or call us at (423) 283-4026.