Value Proposition
Plan Design Analysis Expertise and Experience
- Strategic Service Strategy including Design Analysis, Implementation and Review
- Prioritize Cost, Service Options and Product Features
- Customized Education and Training Programs
- Value Added Services for Participants
- One-on-One Investment Reviews
- Network of Professional Advisors and Service Providers
- Quality Service for Sponsor and Participants
- Quarterly Proactive In-Depth Plan Reviews
- Maintain Market Competitiveness For Your Retirement Plan
Design Analysis
Help Design a Retirement Strategy for Wealth Accumulation, Retirement Benefits and Tax Benefits
- Assessment and Understanding of Company Needs, Demographics and Plan Flexibility
- Review Current Plan Features and Effectiveness
- Objective Provider Assessment, Selection and Implementation
- Support Fiduciary and Compliance Responsibilities
- Plan Performance and Sponsor Support
Investments
Evaluate Performance, Cost and Risk of Portfolio
- Investment Policy Statements Provide Guidelines for Investment Management Decisions
- Investment Review and Benchmarking to Peer Groups - Quantitative & Qualitative Analysis
- Annual Plan Reviews Include Evaluation of Investment Options, Adherence to Investment Policy Statements
- Annual Investment Committee Meetings
- Review Vendor Pricing Every Year for Market Competitiveness with a Benching Study
- Target Date Fund Analysis
Client Relations/Communication Strategy
Provide Support between Plan Sponsors and Providers and Provide Education to Plan Participants
- Proactive Communications with Plan Sponsor
- Monitor Industry Trends and Communicate to Plan Sponsor
- Plan Sponsor Service Support/Resolve Service Issues with Plan Provider
- Create Employee Training Education Calendar
- Employee Communications - in coordination with Plan Sponsor, Plan Provider, E-Newsletters
- Conduct Group Enrollment Meetings to Improve Participation and Savings Rate
- Provide Targeted Group Education Meetings Customized to Unique Company Demographics
- Participant One-on-One Investment Consultations to Review Overall Financial Needs
- Personalized Asset Allocation Assistance to Plan Participants
- Provide Ongoing Retirement/Financial Educational Training to Participants
- Personal IRA Rollover and Distribution Assistance
