PO Box 635
Participants require an investment plan that helps them maximize their retirement assets and helps them retire on time with enough income to handle all the risks associated with retirement costs.
To provide a successful retirement plan and to enhance the stability and strength of your employees, plan sponsors need to develop a strong and cost effective plan for the participants.
We can help you design a retirement plan for better outcomes for your participants and lower plan fees.
We provide management-needs assessment on whether current plan is working efficiently meeting sponsor and participant needs.
This includes: Plan design and investment selection, effective communication and education, and we measure and monitor plan effectiveness and performance.
A key element we provide : relieving participants from making their own investment decisions. We can create and actively manage life style portfolios based on age and risk.
We also provide risk management by assisting with administrative tasks and fiduciary responsibilities, and providing resources to help plan sponsors understand their duties.