Our Support To Our Clients

Pension Support Includes:

- Retirement Plan Needs Assessment
- Thorough Vendor Search
- Plan Type Selection and Plan Design Support
- Support on Finalist Presentation and Vendor Selection
- Investment Information
- Implementation Advocacy
- Development of an Employee Communication Plan
- Documentation of an Investment Policy Statement
- Due Diligence Report
- Individual Investment Education (at the discretion of plan sponsor)
- Employee 401k Fee Based Management (at the discretion of plan sponsor)
- Conducting On-Site Generic Investment Seminars (at discretion
of plan sponsor)
- Monitoring of a Communication Plan
- Conducting Re-enrollment Meetings
- Plan Sponsor Service Support / Problem Resolution
- Conduct Annual Review
- Monitoring Industry Trends and Communications to the Plan
Sponsor

Above services are usually paid by vendor selected, but can be fee based at the discretion of plan sponsor. Above services can be performed without changing vendors in most