As the sponsor of a defined contribution plan, your fiduciary responsibility means you are responsible for providing your employees with the highest standard of plan care. This means mastering complex rules and guidelines and making certain that your employees are not only educated about your plan, but that it’s accessible, diverse and legally compliant.
While mistakes or oversights can be costly, with proper management, they don’t have to happen. In the eyes of the government, is your current plan everything it’s supposed to be? We’ll help you:
To help you meet your fiduciary responsibility, we provide:
We will help design a plan that utilizes best practices to meet the needs of your participants, including:
Our investment team has constructed a highly diverse investment menu, including:
We provide you with comprehensive educational materials, including:
You owe it to yourself, and your employees, to offer a plan that both protects you and helps them prepare for retirement. Contact us today to discuss how we can help your business thrive.