Maintaining an appropriate 401(k) plan for your company often seems like an impossible task – especially when you consider everything else that goes into running a business.

You have limited time and the majority of your time is better spent running your business, not educating yourself about 401(k) regulations. We provide our clients the services and expertise needed to help their employees wisely save for their retirement.

Our service has three parts to it:

  • We support the trustees of the plan by serving as your fiduciary watchdog and making sure you are compliant with the various rules and regulations that govern plan sponsors.
  • We help with the administration of your plan by working with you to handle those administrative tasks that distract you from other important aspects of your business.
  • Finally, and most importantly, we focus on the retirement readiness of your employees. This starts with a sound plan design that encourages saving and takes the guesswork out of 401(k) participation. We also work to educate and support your employees so they can make reasonable decisions and choices.

Our goal is to help your employees to retire with dignity and to help you rest easy knowing that everything is taken care of.

Contact us today so we can work with you to develop a customized plan to meet your needs.