Ignore for the moment the considerable expense that is the cost of plan contributions.
Retirement plans involve arcane and confusing federal rules and regulations, numerous disclosure requirements, high operational costs, and significant personal fiduciary liability for plan fiduciaries.
And many times, employees are unappreciative of this expensive benefit.
SERVICES WE OFFER
Fiduciary Education for Trustees and Investment Committees
Review/Formulation of Investment Policy Statements
ERISA §3(38) Investment Management -- and statutory relief of personal liability
ERISA §3(21) co-fiduciary investment services
Comprehensive investment reporting
Regulatory compliance reviews and disclosure fulfillment
Fee benchmarking and fiduciary oversight of plan service providers
Vendor searches
Participant education, including one-on-one participant guidance
Online interactive knowledge and planning tools; and videos to faciliatate participant education