Plan Sponsor Services

There are many working parts to a well-run retirement plan.

Our team of experienced retirement plan specialists can help you with all aspects of establishing and managing the plan that’s right for your company.

Plan Evaluation
1. Needs Assessment
2. RFP Management
3. Provider Search
Investment Management
1. Investment Policy Statement Consulting
2. Investment Selection & Monitoring
Plan Management
1. Provider Management & Support
2. Issue Research & Resolution
3. Fiduciary Audit File Development
4. Regulatory Updates
5. Participant Education Plan Development

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Company Stock Distribution Analysis

If you own company stock in a retirement plan, you may be able to take advantage of the long-term capital gains tax rate rather than your ordinary income tax rate on this investment. Normally all earn...

Retirement

Required Minimum Distributions (RMD)

The IRS requires that you withdraw at least a minimum amount - known as a required minimum distribution (RMD) - from some types of retirement accounts annually, starting the year you turn age 70-1/2. ...

Retirement

Retirement Contribution Effects on Your Paycheck

An employer-sponsored retirement savings account could be one of your best tools for creating a secure retirement. It provides two important advantages. First, all contributions and earnings are tax-d...

Retirement

Roth 401(k) vs. Traditional 401(k)

A 401(k) contribution can be an effective retirement tool. Since January 2006, there has been a new type of 401(k) - the Roth 401(k). The Roth 401(k) allows you to contribute to your 401(k) account on...

Retirement