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.