We strive to help employers create and maintain high quality retirement plans by providing a superior level of plan service and ongoing educational support for employee participants.
Depending on the size and type of the organization, an employer may offer a 401(k) plan, 403(b) plan, or a Simplified Employee Pension Plan, to name a few.
Employer plan sponsors have specific fiduciary responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA). We want to help employers to understand their fiduciary obligations. Further, we can present you with options prior to installing a qualified retirement plan and help you create a diversified menu of investment choices. Using a variety of tools, we will help you evaluate the needs of employee plan participants. Walking employees through the enrollment process in a way that is easy to understand is an important introduction to a qualified retirement plan. We believe employers should obtain the most appropriate retirement plan available to address their employee’s future retirement needs.