We know that your business, not retirement plan administration, is your main focus. Administering retirement plans, however, is our only focus. We provide accurate and timely administration services to keep your plan from becoming a burden. Compliance can be a challenge, especially for closely held businesses. Our team of experts assists with your plan administration – the day-to-day operations – so your plan is compliant with federal regulations.
We will gather data from you securely and efficiently, we will provide you with comprehensive and legible reports for your own records, we will make recommendations with your company’s best interests in mind, and we will stay up-to-date on changes in rules and regulations that could affect your plan. Your retirement plan is our focus, so you can focus on running your business.
The infographic below illustrates frequently asked questions we receive from plan sponsors, what needs to be done for compliance, and a summary of the actual administrative services needed. This is not a complete list of services and may differ depending on the type of plan being administered. For additional information or to ask questions about administration, please do not hesitate to contact us.