Retirement Plan Value Proposition Statement
We will help you create and maintain a high-quality retirement plan by providing a superior level of plan service for you and ongoing educational support for your participants.
I. Overall retirement plan servicing philosophy
a. We believe retirement plan investments must be evaluated over the
long term.
b. We believe that helping participants learn about retirement plan
investing encompasses everything from enrolling in the plan all the
way through to distribution planning.
c. We believe that the more smoothly your plan operates, the happier
both you and your participants will be.
d. We believe you can get the best retirement plan available to meet your needs at a reasonable price.
II. Company Sponsor support
a. We will help you evaluate the costs of multiple provider proposals.
b. We can help you select investment options that will help you meet the long-term needs of your plan’s
participants.
c. We can help you review your investments quarterly.
d. We will help you create an investment policy statement for your plan.
III. Commitment to participant education and ongoing service
a. We will walk your employees through the enrollment process in a way that is both motivational and easy
to understand.
b. We will make sure your plan receives periodic retirement plan education, targeted to meet the needs of
your employees.
c. We will be available to answer questions your employees have regarding rollovers and other distribution
options when they leave the plan.
For company sponsors only. Please consult your tax and legal advisers regarding the consequences of establishing and maintaining an employer-sponsored retirement plan.