Plan Services
As a certified financial planner I am dedicated to helping your participants plan for financial future will which will help them meet or exceed their goals. My service-oriented, team-based approach begins at the local level. With access to a wide range of retirement plan services from some of the most respected names in the industry. We work with our providers to design a customized plan to fit your unique situation.
Step 1: Consultant Needs Assessment
- Perform a thorough evaluation of your organization's retirement plan needs
- Monitor industry trends
- Solicit proposals from competing providers
- Benchmark your plan to current industry standards
- Make recommendations (including potentially keeping current plan)
Step 2: Implementation of Plan
- Coordinate efficient communication with plan providers
- Coordinate and conduct enrollment meetings
- Assist in design of Investment Policy Statement
Step 3: Investment Selection
- Promote appropriate investment diversification through a balance of risk tolerance and needs based assessment
- Filter for top-tier investment options from a Fiduciary point of view using fi360
Step 4: Ongoing Plan Service
- Review of Investment Policy Statement compliance
- Develop employee education strategy and conduct interactive participant education meetings
- Help mitigate risk by assisting in understanding and meeting fiduciary obligations
- One-on-one planning
Step 5: Provider Due Diligence
- Evaluate plan provider's products and services relative to your organization's needs
- Benchmarking of your plan services offered, utilization, and overall planned competitiveness