Services
We make the enrollment process easy, and provide ongoing support for plan participants and company administrators. Services include:
- Initial education/enrollment materials
- Group enrollment meetings
- One-on-one retirement meetings
- Online education and communication tools
- Newsletter
- On-site education seminars
- Participant annual reviews
- Administrative support for the business owner and the
person in charge of overseeing the plan
We’ll define and design the appropriate features needed to meet your company plan goals, such as:
- Optimal contribution formulas
- Assistance with payroll remittances
- Education on plan-level compliance reporting and notice/
disclosure requirements - Technical expertise on regulatory issues, legislative
updates and industry trends
Investments
Best practice for 404(c) compliance
Assistance with Investment Policy Statement development
Annual plan review and benchmarking
Plan provider analysis and request for proposal (RFP) assistance
Company Retirement Plans
Deliver Annual Plan Reviews that identify specific plan improvements
Conduct educational workshops that engage the participants in the planning process, resulting in increased participation rates
Provide information about regulatory updates to help maintain plan compliance and fulfill fiduciary obligations
Review plan fees to make sure they’re reasonable for the services provided
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
matthew.parker@lfg.com | (302) 875-8300