Getting It Right
The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor has been providing a nationwide campaign for Plan Sponsors "Getting it right - Know your Fiduciary Responsibilities".
You may allocate some fiduciary responsibilities to other service providers, but you still must prudently monitor these providers.
We work with your team in reviewing your Retirement Plan and Fiduciary Compliance and develop a program designed for you and your needs. Our due diligence process is designed to assist with fiduciary duties, plan design, and plan operations regardless if you are a start-up plan or large established plan.
Types of Plans
There are additional options available that can be implemented in conjunction with a Qualified Plan designed to solely benefit the preferred employees of the group. These options can be explored further during the design review process.
One-Time Comprehensive Review
We understand things can change. If you have an existing Plan and are either unhappy or unsure of any aspects of your Plan, we can perform a full review using our proprietary methods and deliver an extensive report identifying any potential weak points.
Annual and Quarterly Review
We believe that proper planning and communication keeps Plan operations at a peak level. Establishing relationships with you and your team allows us to ensure your Plan remains designed for your current needs. These relationships also allow us to ensure all administrative duties are being be preformed up to the IRS and DOL requirements.
Monday - Friday: 8am - 5pm MST
Saturday: By appointment