Services
Fiduciary Services
Our team can simplify ERISA and IRS compliance by serving as a named fiduciary to the plan as Corporate Trustee.
Plan Design Consulting
Our dedicated team works directly with you to understand the complex needs of your employees and your organization to ensure you get a plan that fits both.
Investment Solution and Monitoring
We can serve in a DOL 3(21) or 3(38) Fiduciary capacity depending on your individual needs. As a named fiduciary, we assist you in fulfilling your fiduciary responsibility to the plan by providing independent investment information to initially construct your fund menu and monitor the menu on an ongoing basis.
Participant Education
We provide online access for participants allowing them to conduct transactions at their convenience and access participant investment education and modeling tools. We also host enrollment meetings and employee education meetings regarding plan design, available investments and market updates to ensure your employees are empowered to make the best decisions.
Plan Administration and Compliance
With our partners, we provide bundled administration, compliance and tax services for your plan. Our recordkeeping partners offer the latest online tools to meet the most complex plan designs.
Ongoing Plan Evaluation
We can analyze your plan’s performance against your goals and objectives as needed—be it quarterly, annually, or whenever you’re ready…whenever you need us. We also offer reporting tools for benchmarking to plan market metrics, investment performance and fee evaluation.
Equal Housing Lender. All loans and accounts subject to credit approval. Terms and conditions apply.