Your Retirement Plan
1. 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
2. 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
3. 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
4. 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
