For Companies
- Evaluation of current plan design, investment selections, administration, and costs
- Selection of investment company and investment array for the plan
- Plan design – matching, profit sharing, vesting, eligibility
- Ongoing monitoring of plan and suggestions for appropriate changes in providers, investments, and plan design
For Participants
- Enrollment meetings to provide information on why and how to participate
- Personal guidance on phone, email, or in-person meetings
- Answer questions on how much to invest, utilize pre or post-tax savings, and which investment to use based on risk tolerance and retirement date
- Provide comprehensive personal financial planning, to set goals, and with a 360-degree view, determine how to achieve a comfortable retirement
- Ongoing worksite educational workshops on a variety of financial planning topics
In addition to our 401(k) plan services, we offer Complete Financial Management Services:
- Personal Financial Planning
- Portfolio Analysis and asset allocation
- Investment Management
- Insurance applications
- Tax Planning
- Estate Planning
- Ongoing progress reporting
