Taking the Lead in Retirement Plan Support for Plan Sponsors Our commitment is to provide trustees, plan sponsors, and participants with effective strategies needed to maintain a highly successful retirement plan. Helping plan sponsors take control of fiduciary obligations A retirement plan is among the most valuable employee benefits available. But for a plan sponsor, it involves important legal responsibilities. While the laws governing retirement plans and their fiduciaries may appear complex, complying with them doesn't have to be. We understand the unique needs of plan sponsors and their participants. Our goal is to help plan sponsors comply with ERISA and successfully manage their fiduciary obligations by offering the following services: Helping in the Design and Adoption of the Plan Communicating the Plan to Participants Selecting and Monitoring Appropriate Investment Options Developing Proposals for a Menu of Investment Options to Meet Participants' Needs Monitoring Performance of Investment Options on an Ongoing Basis Effective participant communication Effective participant communication is integral to the success of any retirement plan, no matter what the type of plan or what size employer. For participant-directed plans like the 401(k), helping participants understand the importance of planning for retirement, the benefits of the plan, and the different investment options usually leads to increased plan participation, higher contribution amounts and better-funded accounts. Through our services, you can increase participation, satisfaction, and help your employees make more informed and productive investment decisions. On-Site Group and Individual Enrollment Meetings Retirement Plan Education to Participants on a Regular Basis Bilingual Enrollment Meetings Investment Education Meetings Investment Selection To create a sound investment platform, you'll need to understand the types of investment vehicles and asset classes offered in the marketplace. We will do the following: Create and Review an Investment Policy Statement to Help with the Selection and Monitoring of Plan Investments Select a Range of Diverse Investment Options Evaluate Investment Options on an Ongoing Basis to help Ensure They Continue to Meet the Objectives of the Plan