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Read our article in CFMA’s Building
Profits magazine on Defined Contribution Plans & the Pension Protection Act of 2006. The Retirement Plan Optimizer is a unique process that enables us to evaluate the overall effectiveness of your company’s current retirement plan and then design a solution that is specific to the needs of your organization. Specifically, our proprietary “scorecard” ranks the four key components of your program. |
Retirement Plan Design – By understanding our clients’ unique business circumstances and retirement plan objectives, we are able to recommend a tailored solution that maximizes the overall benefits to your company and its valued employees.
Investment Platform – We will evaluate a variety of different investment platforms that may be suitable to meet your company’s retirement plan objectives. This comprehensive and detailed analysis reviews the breadth, expenses and performance of the investment options, as well as the level of record keeping, administration capabilities and many other plan features, including the associated costs of each.
Fiduciary Guard – We will identify any potential fiduciary risks you may currently have as a plan sponsor and suggest ways to mitigate such liabilities. The end result is usually the establishment of a sound investment policy statement and a compliance checklist for meeting the guidelines established under ERISA 404(c).
Enrollment and Education – The cornerstone of any good plan is effective communications. No matter what communication issues you face, we will evaluate your current procedures and offer a variety of tools to help deliver key information in order to support your efforts to attract and retain your most valuable resource -- people.