They Know
they need to save for their future to have a good
retirement lifestyle.
Social Security is
only meant to
supplement
what employees put aside for themselves. Those
who don't save additional funds may have to delay
retirement, work part time or depend on others.
We can help you start or manage the right plan for your
Company and your employees TODAY.
Design it for your Company -
Your Plan should reflect your Company and its
employees. Meeting with you and your advisors we
work together to
assure the Plan reaches your objectives and meets legal
requirements. Involving us at the earliest possible stage, minimizes legal, administrative, and technical
complexities.
Provide choices for each employee
-
The Pension Protection Act of 2006 changed the way
Participant funds are invested. Participants should now
have primary control over their investment choices to
meet their own objectives for retirement. Your Plan
should also provide access to investment information,
choices and investment advisors.
The Department of Labor has published
information for employees to understand their
new rights and responsibilities.
Administration -
We've been designing and
administering plans since 1980. We serve legacy
balance forward plans as well as web-based daily
valuation. We understand business and
retirement plans. We look forward to helping you design
the right plan with
features specific for you!
Investments -
We work with the investment advisor you
select
to provide your Company and employees with the best
possible Plan. As independent administrators,
we do not provide or sell
investments.
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