Plan Sponsors
Providing a retirement savings plan for your employees can be more complicated than you thought. We’re here to make life easier for you.
As part of your retirement plan team of advisors, here’s what you can expect from us
Monitoring & Document Management
- When setting up a new plan or making changes to your existing plan, we take on the responsibility of completing all necessary forms, presenting you with signature-ready documents
- Providing a dedicated administrator who will be knowledgeable about your plan in detail
- Continual monitoring for you of all plan financial activity on shared investment sites
- Verifying eligibility
Information & Communication
- Provide you with reminders of all deadlines and funding requirements and follow-up check-ins
- We’re available to answer any questions you have at any time
- We’ll give you advance notification of any changes in plan requirements
- We communicate with your advisors on a regular basis to keep them informed of the current status of your plan
