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Retirement Plan Services

Retirement Plan Services

Develop a well-designed 401(k) plan to help reward a loyal workforce.

Talk to a Financial Advisor

Regularly monitor your employer-sponsored retirement plan

Since a company provided 401(k) plan doesn’t renew each year like some other employee benefits, plan administrators and named fiduciaries should monitor the plan on a regular basis to ensure the plan remains competitive with respect to costs and investment selections.

Design your company’s retirement plan

Based on the needs and desires of the employer-sponsored retirement plan, we assist in designing a fiduciary process and in developing and executing an investment management program.

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Specific Services

Plan Investments

  • Recommend plan investment options along with an acceptable Qualified Default Investment Alternative (QDIA).
  • Monitor plan investments regularly and provide investment line-up recommendations when necessary.

Plan Sponsor and Fiduciary Support

  • Consult with plan sponsor on plan design and make recommendations to improve the plan.
  • Participate in annual trustee committee meetings.
  • Assist the plan trustee with benchmarking plan services and costs to comply with fiduciary duties.

Participant Support

  • Conduct participant education and enrollment meetings.
  • Apprise participants on plan investment options and rules.
  • Respond to participant plan questions via phone or email.

Get started with Retirement Plan Services.

Talk to a Financial Advisor
  • Address 472 N Sessions Street, Unit #24 Marietta, GA 30060
  • Phone 404.549.6930
  • Fax 770.702.1923
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