You receive hands-on setup and conversion services, including plan documents, enrollments and communication materials, and coordination of conversion for existing plans.

We provide all of the services to efficiently setup your retirement plan or to convert your existing plan from your current provider. Our dedicated setup team guides you every step of the way.

Plan Documents

We offer comprehensive plan documents prepared by experienced ERISA consultants. Our capabilities include:

•   Prototype Plan Documents
•   Volume Submitter Documents
•   Summary Plan Descriptions
•   Loan Policies
•   QDRO Procedure
•   Other Required Forms

Our ERISA consultants understand plan design and have the experience to help you avoid costly mistakes.

 

Plan Setup & Conversion

Your dedicated setup team provides hands-on services to coordinate all aspects of plan setup or conversion. Our services include:

•   Prepare Enrollment Materials
•   Coordinate Enrollment Meetings
•   Prepare Setup Paperwork
•   Contribution Submission Procedures
•   Coordinate Transfer of Assets
•   Prepare Letter to Previous Provider
•   Coordinate Information Needed for Takeover