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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


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. | (302) 875-8300