First, we meet with you and key executives to become familiar with your retirement plan goals and particular concerns. We look at your administrative procedures, investment fund lineup, payroll processes, compliance testing, overall fees, participation rates, as well as the various features and services offered.
Plan profile and Analyses
Depending upon the services requested, we will conduct a comprehensive plan survey to assess compliance with the Employee Retirement Income Security Act (ERISA), merits of investments offered, completeness of your investment policy statement, value of your fee arrangements, thoroughness of your documentation procedures, and the effectiveness of plan design and employee communications.
Recommendations and discussion
In our second meeting with you we will present our recommendations and answer any questions you may have. Our goal is to be your fiduciary partner, to assure that your retirement plan is effective and valuable — to both you and your employees.
Develop action plan
Once we have agreed upon solutions to meet your needs, we will develop a tactical action plan. We offer quality service, designed to ease your administrative burden.
Implementation and Oversight
Whether it is an ongoing service such as delivering investment advice, or a concerted effort such as streamlining plan design, we implement all components of our recommended strategy to help achieve success for your retirement plan.
Fiduciary Pension Partners is your fiduciary partner, dedicated to delivering retirement plan solutions for sponsors and participants alike.
