Our Team-Focused Approach
Our team-focused approach to client service delivers personalized account management with the specialized services you need. From the start, you have a dedicated relationship manager partnering with you and our team of professionals to help ensure your plan runs efficiently. Our relationship managers average 20 years of experience in the retirement market. They are excellent resources for your business.
Your Relationship Manager:
- Serves as your central point of contact
- Coordinates annual reviews to manage fiduciary responsibilities
- Conducts analysis of plan progress
- Provides improvement recommendations and goals
- Gives investment performance, fund and industry updates
Your relationship manager is backed by teams of experts. Each team has individuals committed to improving all aspects of your plan.
Administration Team
- Plan design
- Client inquiries and resolutions
- Investment policy review
- Guidance on ERISA legislation and regulatory issues
- Plan document revisions
Recordkeeping Team
- Account maintenance
- Daily transaction processing
- Reporting oversight
- Compliance testing
- 5500 preparation
- Automation of plan operations and best practices
Education & Communication Team
- Strategy sessions with relationship manager and client
- Assessment of participant education needs
- Establish education goals and methods to achieve results
- Develop communication campaigns
- Interact and meet with participants
- Monitor and measure results
Conversion Specialist
- Develops a transition strategy
- Coordinates a schedule of specific tasks
- Identifies opportunities for communication with your employees
You can count on our team to anticipate and respond to your needs and help to maximize your plan’s success. Take advantage of our expertise and partner with proven talent to administer your retirement plan.