Plan Sponsor Services

• Analyze plan design
• Troubleshoot client issues
• Introduce new services
• Attend plan committee meetings
• Monitor service providers
• Keep you up to date with changing tax laws
• Provide service provider transition support when needed

Investment Support: 3(21) Fiduciary

• Recommend and monitor investment options
• Conduct investment performance reviews
• Provide Fiduciary Investment Monitoring Report
• Assist with Investment Policy Statement
• Review Qualified Default Investment Alternative (QDIA)
• Monitor industry trends for plan sponsor

Employee Communication

• Coordinate  enrollment and education meetings 
• Coordinate enrollment materials
• Provide phone/email support to participants