Employer Services For Payroll Deduction Program
For Government Agencies with 25 or more employees
Spend time managing your business, not your plan.
When you call us with a question, you get a quick, accurate response from one familiar voice. Combine this personalized service with our low fees plus an impressive array of investment options. That's one great value from a company with over a century of financial expertise.
Administrative services and recordkeeping. It's frustrating when you have to call your retirement plan provider and talk to a different person each time. We make providing a retirement program easy with individualized attention. You'll get:
- Daily updates to records
- An easy program to distribute benefits to employees
- Combined plan services to simplify administration for more than one plan type
- Reports, newsletters and more!
Compliance services. Want to minimize the time you spend dealing with plan compliance headaches? We pay special attention to compliance details. We provide signature-ready government forms and all the information your auditor needs for a limited scope audit to help keep your plan in compliance with government regulations.
Consulting services. As your company grows and changes, your retirement benefits should keep pace. If you're merging or acquiring a company or looking for plan design assistance, we offer a full line of standard services with:
- A wide range of options for qualified and non-qualified retirement plans
- Choices in plan design, funding and expense options
- A proactive team approach to retirement consulting
- Insightful answers to technical pension-related questions
- Assistance with government compliance and testing
- Timely alerts to legislative changes
- Sample plan wording and employee plan booklets
Not all companies are alike. And not all retirement plans are alike. Our in-depth comprehensive consulting services can help you meet your specific retirement plan needs.
