We help design and implement a retirement plan tailored to fit the unique needs of your organization.

So what are the steps?


1. Introduction Meeting

  • Gather information about your goals and review plan options

2. Onboarding Call

  • Complete required paperwork

3. Plan Design

  • Gather information needed to create your official plan document.

4. Website Setup

  • Set up your Plan Sponsor Website
  • Demo Participant Website

5. Enrollment Meeting

  • Provide Enrollment Support, Materials and Required Notifications

6. Maintain your plan

  • Follow up with your plan advisor with any questions
  • Email and Phone Support (9:00am-5:00pm Mon.-Fri.)
  • Review investment performance and reports with 24-7 online access to your account
  • Annual Plan Review

Contact us today to see how offering a retirement plan can be beneficial for you and your employees.