I work with business owners to design, analyze, and implement employer sponsored retirement plans.
Specifically, I offer the following services to clients:
Plan and Vendor Evaluation
- I will complete a review of your existing plan including fees paid, fund selection, plan design, and other necessary issues.
- I will complete thorough vendor evaluation and present those that best fit your needs
- I will work with you to select the best provider for your plan
- I will coordinate the plan transition with the various providers and plan representatives, ensuring you are informed during the transition process.
- I will create a file of fiduciary documents for the plan
- I will work with your third party administrator (TPA) to review and update your plan document and plan design
- I will work with you to establish a customized employee education or communication program
- I will facilitate periodic retirement plan committee meetings and provide advice on the investment options
- I will work with you to perform annual compliance review
- I will work with your employees to Implement employee education or communication program, hold enrollment meetings as needed, and conduct one-on-one participant advice meetings
Other services as needed
- I will perform a search for new retirement plan provider
- I will conduct an independent benchmarking review of the plan’s fees, services, and participant demographics