We know each plan sponsor has needs and services
unique to their company. We provide personalized attention
to the specific needs of our clients.
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Prudently selecting and monitoring your plan’s investment options to create an effective lineup that is well-suited to meet the needs of your specific participants.
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Continually reviewing your service providers to help ensure you are receiving optimal services at a reasonable cost.
Building strong plan management procedures so your committee can oversee your plan more efficiently and effectively while safeguarding you from liability.
Managing and monitoring the plan operations to ensure compliance with relevant regulations and the efficient delivery of employee benefits.
Each year, our annual Regulatory Update covers the regulatory, litigation and legislative updates and changes that are ... Read more
403(b) plan sponsors are required to adhere to the long-term/part-time (LT/PT) participation rules that go into effect Jan. ... Read more
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