NEW PLAN IMPLEMENTATION
A new retirement plan can deliver great tax and savings benefits, but it also comes with work you may not have time to do. You’ll enjoy Peace of Mind knowing that we’re making sure initial census files are in good order for the recordkeeper and that we’re sending out required plan notices to your employees. We even cover postage and mailing costs.
Our job is to help ensure your retirement plan adheres to regulations and reduces your administrative effort, resource burden and risk of liability. Our team makes sure your plan is compliant and free of fiduciary errors. We save you time and money while reducing your risk. With outsourcing options customized to fit your needs, you can rest easy that your plan is compliant and adheres to a prudent, professional and documented process.
We work collaboratively with your payroll service, advisors, ERISA counsel, non-fiduciary third party administrator (TPA), custodian, recordkeeper and / or investment managers, and CPA auditor. Talk to us about designing a package of fiduciary retirement plan administration services that fits your situation.