If we are taking over your plan we will be working closely with your former vendors to ensure the plan conversion process goes smoothly. A smooth conversion can only be achieved by having all parties on the same page regarding their responsibilities and deadlines. Working along side your new vendors we will work with your prior record keeper,investment provider and TPA to ensure that these deadlines and responsibilities are clearly understood and met by each party.

 

 

 

It is critical that your employees fully understand the benefits they are receiving from your retirement plans. For most plans they must also be educated on the various investment options available in the plan and given tools to allow them to decide which investment are appropriate. We will work along side your financial advisor to make certain this information is communicated to your employees in a timely and effective manner. Employee communication will be customized based on your company’s needs and can include employee group meetings,web-casts and enrollment booklets.