PLAN SET UP

We recognize that each company is unique, and creating a successful 401(k) plan means accurately identifying the company's specific needs before the plan is established. We oversee document preparation and - for conversion plans - we will work directly with the previous provider to ensure the accurate transfer of data and plan assets.

Our plan analysis is designed to answer the vital questions in crafting a plan with the features and benefits that encourage employee participation and meet the company's objectives while remaining within budget. Based on the results of the design phase, our plan consultants navigates the company through the plan implementation process. We oversee document preparation and, and work with the sponsor and advisor to ensure a successful enrollment.