Service
- Friendly personal service instead of phone menus
- Dedicated full-service approach to solving problems
- Committed to accurate and timely reporting
- Effective marketing of plans to encourage employee participation
- Participants can call and speak directly to our experienced staff
|
|
Experience
- 20 Years of direct administration experience
- Experience with large plans with assets over $50 million
- Ability to optimize plan designs to meet client objectives
- Design and administration of complex plans
- Thorough knowledge of regulations regarding qualified plans
- Plan sizes ranging from a few participants to several thousand
- Experience with plan correction and negotiation with government agencies
|
|
Flexibility
- Ability to have assets invested in multiple financial institutions
- Plan can have assets such as real estate, limited partnerships, and non-publicly traded stocks
- Custom reporting and participant statements
|
