401k & 403b Fiduciary Services
As an employer, you need to recruit and retain top talent. One of the best ways to do that is through a competitive benefits package. Establishing and maintaining a corporate retirement plan is a very demanding task. Employers must make sure their retirement plan is effective and fully compliant with the law. As your trusted partner, we provide guidance and expertise with:
- Plan design
- Fiduciary plan governance
- Vendor Selection and Cost Controls
- Plan operations
- Investment fund quality control
- Participant education and support
We serve as a co-fiduciary and help the employer take advantage of safe harbor provisions to gain protection from personal liability.
We defend your plan against challenges and setup frequent visits to help your employees embrace prudent savings and investment habits. Our team is very knowledgeable and responsive.
