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keeping the standards high
ERISA holds retirement plan fiduciaries to very high legal standards. To help meet these legal requirements, we can provide plan sponsors with the independent, objective consulting and guidance necessary to effectively meet and manage ERISA standards. Currently, few plan sponsors have the resources needed to satisfy the high standards established by ERISA. Fortunately, ERISA permits fiduciaries and in fact, requires them, to seek assistance as needed. Our consulting services can help you meet and better understand the ERISA fiduciary standards.
Our 401 (k) Profit Sharing Consultants provide:
- An investment process that adheres to fiduciary procedures mandated by DOL and ERISA
- Independent and objective consulting services
- A low-cost commitment
- Independent and objective evaluation of the mutual fund manager universe
- Creation of customized lifestyle portfolios, if needed
- Assistance with the evaluation and selection of third-party administration services and costs
- Benchmarking of your current retirement plan at no charge
We’ll also provide the best ways to communicate your plan to the participants:
- Conducting enrollment and educational meetings
- Offering customized enrollment materials
- Providing quarterly statements (through the plan administrator)
- Support through either online or through an interactive voice response system
Additionally, we can assist you, the plan sponsor, with your quarterly performance reports for each fund in your plan, ongoing mutual fund monitoring process, annual reviews, and provide you with up-to-date information regarding plan design issues and government changes.
**Our consulting services are most applicable for retirement plans with assets greater than $1 million. If your plan falls below this threshold, we would be happy to provide suggestions to who may best serve you.
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