Effective and compliant 401(k) management starts with dispelling unknown risks that may lie beneath the surface in your retirement plans. The impacts of these sneaky unknowns could:
Our process works to simplify, communicate and guide business owners to help them gain control. We are a fiduciary, which means we act in the best interests of you and your employees to help stop the sneaky unknowns from getting the better of your business.
One important task is to help business owners understand their fiduciary responsibilities and compliance requirements.
We consult with our clients to help them create a vision for success by watching costs and working to exceed their expectations.
We arrange one-on-one meetings with your participants to address their individual concerns, establish their investment risk scores and evaluate current portfolios to guide them from hire date to retirement. Additionally, we implement group educational workshops and financial wellness programs to help them make informed allocation decisions based on their needs.
We help you solidify best practices by steadying your service teams through effective communication, reducing gaps in knowledge, accountability and coordinating service team player engagement.
We are committed to listening first and advising second. First we’ll help you develop an Investment Policy Statement focused on your company’s goals. We provide investment advice and education and then monitor the lineup through a quarterly report.