Retirement plan administration for small businesses
- Implementation of SEP and SIMPLE IRAs, Individual 401(k), 457 and 403(b) plans - We will help you select the plan that is right for you and handle all of the implementation procedures.
- Employee enrollment - If you are a small business owner, we will meet with you and your employees individually to explain the plan and the enrollment options.
- On-site workshops and educational programs - As a benefit to you as the business owner, we will provide added value to your employees by conducting free workshops and educational programs at your place of business (at your discretion).
- One-on-one meetings with participants regarding investment selection and strategies - We will relieve you of the fiduciary responsibilities regarding advising your employees about financial planning decisions.