401k Plans

Building a Successful Retirement Plan Program

 

 

Scope of Services

 

Contact Rodney today to set up your initial consultation.

Investment Support

• Investment Policy Development

• Fund Menu Design and Ongoing Investment Monitoring

Investment Support

• Plan Committee Education

• Compliance Oversight

• Provider Management

• Maintenance of Fiduciary File

Benchmarking Support

• Provider Fees and Services Reviews

• Request for Proposal (RFP) Support

Participant Services

• Participant Education Strategy

• Participant Education Content

• Participant Activity Review

• Enrollment and Re-Enrollment

Support

Comprehensive planning services are available to plan participants. Additional fees may apply.
 

Contact Rodney today to set up your initial consultation.