1821 State Route 71
First Floor North
How we help you
A retirement plan sponsor must act as a prudent expert under the Employee Retirement Income Act of 1974 (ERISA), and is held to a fiduciary standard of care on plan-related decisions about investments, service providers, plan administration, and general ERISA compliance issues. We help plan sponsors fulfill their ERISA fiduciary obligations.
Plan design and implementation
Plans come in many types. Our mission is to assist you in your quest for a plan that achieves your company’s goals. Whether your primary objective is to reward key employee performance or provide a comprehensive benefit for all employees, we are available to review various design and administration alternatives, including:
We also provide information and resources to guide you in solving important plan design challenges such as elective and matching contributions, vesting, Qualified Default investment options, and voluntary and automated enrollment. When a custom plan design is desired, we provide a menu of unaffiliated third party service providers whom you may screen and select to assist you in creating a plan that meets the needs of your participants and to provide plan administration services.
Provider fee benchmarking
Selecting a suitable investment provider for your plan is important. Evaluating the services and expenses of multiple providers can be complicated and overwhelming.Let us streamline the process with our powerful search engine, which provides:
If you decide to convert your plan to a new vendor platform, we can:
Investment selection and monitoring
An established investment strategy is critical for a retirement plan. A written Investment Policy Statement (IPS) will assist you in fulfilling your duties as a plan fiduciary. Our analytical tools, including Plan Investigator, are available to help you determine whether you are meeting your obligation as a plan fiduciary by evaluating, selecting, monitoring and replacing investment options to meet the plan’s investment policy requirements. These tools include:
We also make available the following investment-related educational services:
Services to plan sponsors