We are a co-fiduciary and
extension of your team.
We are a co-fiduciary and extension of your team.
We know what you have to deal with. No one in your organization is solely responsible for the retirement plan, but there are multiple disparate functions that must be coordinated and managed. Functions such as plan design, eligibility and compensation determination, payroll submissions, interpretation of ERISA regulations, investment monitoring, error corrections, compliance testing, government reporting, vendor oversight and employee education and guidance.
We partner with plan sponsors as a co-fiduciary and effectively operate as the “chief operating officer” of the plan by coordinating and synchronizing relevant functions with the retirement plan committee, internal staff and external vendors. This gives plan sponsors full confidence that their retirement plans are optimally managed from an operational, investment, compliance and employee guidance standpoint.