Our services include assisting plan sponsors with:
- Plan oversight and governance – maintain knowledge and understanding of state and federal regulations for compliance of programs and practices
- Investment selection - provide recommendations and monitoring of fund lineups for a diversified portfolio offering for plan participants
- Benchmarking and request for proposal services – compare plans with others in similar industries and assist with proposal process for new plan providers
- Recordkeeper management - track plan assets, investments and earnings, plus statistics such as employer contributions and rollover contributions
- Retirement readiness strategies – analyze the retirement readiness of plan participants, and develop a strategy for improving this important metric
- Plan design – help employers develop a customized retirement plan that meets their business, employee and personal objectives
- Investment management– manage plan funds to meet specified investment goals
Working together to serve you
Concurrent Investment Advisors, our strategic operational partner, provides compliance, supervision, operational support, investment due diligence, and technology that allows us to provide you financial and investment guidance through their RIA platform.
Through the Concurrent ecosystem, we are positioned to serve a more expansive spectrum of the needs of you and your employees than ever before.
With Concurrent, we’re able to spend more time answering your questions and less time on administrative tasks.
