- Fiduciary process management and risk mitigation*
- Plan consulting
- Plan design
- Plan integration and transition
- Plan enhancement
- Retirement-plan governance
- Compliance services
- Investment selection, monitoring, testing, and advice
- Participant-education management
- Forensic-fee audits
- Fee benchmarking
- Tax reporting
- Actuarial services
*Although fiduciary risk cannot be totally eliminated, we will aid in the process of mitigating that risk.
- Safe Harbor Designs
Safe Harbor plans eliminate the need for nondiscrimination testing.
- Roth Feature
A Roth 401(k) feature can be included in your plan to enhance the benefits to your employees.
- Self-Directed Accounts
Self-directed accounts can be set up and maintained within the plan, offering participants a choice of any stock, bond, or mutual fund combination.
Defined benefit plans
Money purchase plans