401(k)
Our role is twofold:
- To help employers keep their plan compliant and running smoothly
- To help employees retire better
We believe proactive engagement reduces fiduciary risk and leads to better retirement outcomes.
You can expect…
- Clear and regular communication with you and your employees
- Annual plan review
- Quarterly investment monitoring
- Multimedia communication – in person, email, video, etc.
- Custom plan design to suit the organization and employee needs
- Employer matching and profit-sharing guidance
- Investments that include index, age-based and risk-based options
- Payroll compatibility and integration
- Personal contact for participants
- Tailored communications to enroll and educate participants
- 1-on-1 assistance for enrollment and investment selection
- Individual retirement guidance
