Offering 401(k), 403(b), 457(b), 401(a) and Profit Sharing Plans
In today’s business environment, group pension and retirement plans require expert management. Every group should be asking itself key questions right now: Is your plan up-do-date? Are you getting the services you need? Are your participants happy with the level of attention they receive, or are they frustrated with non-user friendly websites and automated phone lines?
We’ll look for ways to optimize your plan and make your job as plan fiduciary less onerous. We do this through:
• Fee Review/Benchmarking
• Vendor Evaluation
• Investment Reviews*
• Due Diligence Reviews
Because of our 403(b) plan expertise, we’re uniquely qualified to assist non-profits with their retirement plans
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