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401k Sponsors

We will help you through the process

Today, more than ever, company retirement plans are critical in helping workers save up for their golden years.  Next to health insurance, a retirement plan is the second most sought employee benefit.

There are many legal and regulatory hurdles that you must pay strict attention to when starting or maintaining a retirement plan. We are experienced at guiding you through these obstacles.

Each plan is custom designed with the demographics of your workforce and the long-term plans of both the business and employees in mind.

As your retirement plan specialist, we bring the experience to the table, so you can easily evaluate your choices- then we'll guide you through each step along the way to successful completion.

Key components which MUST be (and are) addressed during our set-up and on-going process:

Plan Design:

What type of plan and what options are best for your workforce.  There are over 67 variations currently.

Investments:

They are the main part of any retirement plan.  A deliberate list of investments is not a onetime process, but require an ongoing process of review.  This is one of our core competencies.

Education of Employees:

We provide custom education strategies based on the makeup of your employees, that allow them to be successful in planning and reaching their retirement goals.  We strive to explain the Risk-Return trade-off for a plan participant, then we will work with all to make it personal.

Ongoing Plan Maintenance:

There is no autopilot.  We all know that any number of changes may occur in the workplace.  


We bring the experience and the expertise so you don’t have to worry about your benefit plan(s) thus allowing you to concentrate on what you do best…run your business.

And after all, we all know that the success of our business is based on good employees.  

A well thought-out defined contribution 401k allows your plan to be a true benefit; one that you can leverage in employee recruiting and retention.

An initial consultation with one of our retirement plan specialists is the first step in your retirement plan success.


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The purpose of this site is to help Plan Sponsors, Trustee’s and Administrators find ready answers to help in the proper management of their plan.

Topics inside our Password Protected ‘vault’ include:

  • Fiduciary Obligations of the Sponsor

  • What you should expect of your Plan Advisor

  • Access FREE Benchmarking capabilities

  • Investment Fund Analysis including Target Date Fund analysis

  • A DEMO of our 401k Participant 3 Step Educational process

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