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ISC Your Plan

01 Assess Your Plan

SUPPORT

  • Listen to your needs
  • Define your goals and objectives
  • Identify areas for improvement

OUTCOMES

  • Attract and retain key talent
  • Reduce Human Resource time and resources
  • Increase employee engagement

02 Design Your Plan

SUPPORT

  • A plan that meets your goals and objectives
  • Creative plan design options with progressive strategies
  • Employee education

OUTCOMES

  • Enhanced options for employees
  • Overall benefits package support
  • Help employees achieve a successful retirement

03 Manage Your Investments

SUPPORT

  • Assist with Investment Policy Statement
  • Select and maintain well-designed fund menu in accordance with Investment Policy Statement
  • Evaluate target date fund & Qualified Default Investment Alternative strategies

OUTCOMES

  • Avoid confusion and option overload
  • Provide consistency of investment review
  • Mitigate with fiduciary support

04 Guide Your Fiduciary Responsibilities

SUPPORT

  • Share plan governance best practices
  • Provide legislative updates and compliance support
  • Conduct periodic plan reviews, investment
  • Committee meetings, and reporting
  • Manage fiduciary file

OUTCOMES

  • Timely plan and administrative actions
  • Process for documentation and filing
  • Protection from financial loss
  • Protection from potential Department of Labor audits