We are available for group or individual enrollments and can easily integrate into your annual enrollment process.
Group or Individual Meetings as Desired
We are available for group or individual enrollments and can easily integrate into your annual enrollment process. In addition our group meetings are organized to bring similar employees together and encourage good decision making. We achieve this by offering a menu of group meeting choices such as “Ready to Retire?? and “Single and Planning for the Future?that work better than randomly mixing employees together.
Quarterly Reviews and Investment Policy Statements
Quarterly reviews investment policy statements are the gold standard in 401(k) process compliance today. We will work with you to design a statement that rolex watches reflects your goals. And we are available for quarterly review meetings to help ensure your plan is up to date.
The choice is yours to choose from any or all service options and our fees are adjusted according to services selected.