The Retirement Advantage
Helps employers and financial professionals design, administer, and manage compliant retirement plans and fiduciary solutions.
- Engagement models
- Retainer, Project, Outsourced team, Workshop or training
- Ideal client size
- 1 to 10 people, 11 to 50 people
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About
Retirement plan services provider offering fiduciary support for employers and financial professionals.
Services
- Fiduciary Services
Outsource fiduciary responsibilities to mitigate risk and meet ERISA obligations.
- Data Collection
Streamline compliance and reporting through expert data collection services.
- 401(k) Plan Options
Tailored options for establishing and managing 401(k) plans to meet employer needs.
- Cash Balance Plans
Provide cash balance plan solutions to offer alternative retirement savings vehicles.
- Compliance Restoration
Restore and ensure legal compliance for retirement plans with expert restoration services.
- Consulting
Consulting to optimize retirement plan design, administration, and fiduciary risk management.
- ERISA/Fidelity Bond
Protect retirement plans against fraud and dishonesty losses with required bonding.
- EZ Solo 401(k) Plan
Solo 401(k) plan option for small-business owners to maximize retirement savings with flexible contributions.
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