Services
Services Provided to Plan Sponsor & Fiduciaries
- Comprehensive Financial Planning
- Preparing for Retirement
- Investment/Portfolio Management
- College Savings Plans
- Annuities
- Life Insurance and Disability
- Long-term Care Insurance
- 401(k)
- 403(b)
- SIMPLE IRA
- SEP IRA
- Provide fiduciary training course approved by Fi360 as well as certificate of completion for plan fiduciaries and stewards
- Create plan specific investment policy statement (IPS) as well as fiduciary checklist and DOL audit file to ensure ERISA and DOL guidelines are being followed
- Plan design consulting and 401k best practices for Trustees/HR professionals
- Benchmark plan expenses and fees versus industry peers
- QDIA and 404(C) review and analysis