Improve Your Employee Retirement Benefit Plan

Why settle for good when you can have great?

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Fiduciary Investment Advisory Services

Since our primary focus is on 401(k) and 403(b) plans, which constitute the majority of our services, you can benefit from having expert advice exactly when you need it. (We also provide investment advisory services for individuals.) We’ll help make sure you’re fully covered when it comes to:

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An investment menu that serves your employee base

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Creating an investment policy statement

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Guidance on default options, including target date funds

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Understanding stable value and money market funds

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Plan Design Consulting

We can help optimize your current plan or build one from the ground up based on your goals. We’ll then:

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Perform an analysis of your existing plan

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Benchmark your plan against other similar businesses

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Offer guidance to increase employee engagement

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Provide recommendations to boost employee retirement readiness

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Employee Education and Engagement

The more your employees know how to Retire With More®, the more they will engage and contribute to their plan. We help set them up for success by:

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Helping them set realistic savings rates

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Rendering unbiased and objective advice

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Offering 1:1 investment advisory meetings

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Providing ongoing educational resources and updates

Ongoing Analysis & Reporting

When helping you manage your plan, we never “set it and forget it”. We stay actively involved to make sure everything stays on track by:

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Providing benchmarking data and analytics on how the plan is performing

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Continually set new goals

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Staying vigilant in looking for improvements

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Administrative
Support Services

The less you have to worry about when it comes to managing your plan, the better. We partner with you to help manage all the time-consuming tasks that go into keeping your plan efficient and effective. With our support, we hope you'll feel empowered through:

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Day-to-day plan management support

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Assistance with compliance tasks, notices and filings

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Service provider coordination

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Vendor evaluation and negotiation

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Regulatory Compliance Support

Never second guess whether you’re staying compliant. With ongoing regulatory changes, we know how challenging it can be to keep on top of things. We’ll help manage this risk by:

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Reviewing how regulatory changes may impact your plan

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Facilitating updates with the plan's legal counsel and administrator

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Providing employee update communications

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Good retirement plans check the boxes

Great ones plan with purpose and enhance the retirement security of your employees. Let us help you move from good to great.