Plan Needs Assessment

Retirement Services

Vender Search Process

Plan Needs Assessment

Worksite Solutions
and Employee Communication


Employee Benefits

Executive Compensation

Business Succession

Governmental legislation has had a profound impact on retirement plan industry. Our advisors strive to keep plan sponsors abreast of the ever changing landscape. We believe it is important to have a firm that understands the design and operational features of your company’s plan, and can help you work with your plan’s service providers to focus on:

·  Increasing employee deferral limits and employee tax credit incentives

·  Online participant access for account balance inquiry and changes

·  Key personnel Internet access to plan and participant data

·  Paperless enrollment

·  Electronic transmittal of payroll, loan and distribution transactions

·  Automatic enrollment/negative election

·  Optimum frequency and educational content of employee communications