AT THE END OF THE DAY, WE WANT EVERYONE TO REACH THE LAST STOP: RETIREMENT 

WE SURVEY THE LANDSCAPE AND LAY A TRACK THAT STRIVES TO HELP EMPLOYERS AND EMPLOYEES TO ARRIVE ON SCHEDULE. 

PATH

PROCESS

METHOD

EMPLOYER

SERVICES

401K EMPLOYER SERVICES WORCESTER MA

EMPLOYEE

SERVICES

By taking the time to schedule practical and achievable points, employees can follow a path, process and method to work toward a comfortable retirement.

FIDUCIARY:
RESPONSIBILITY TO  ACT IN 

THE BEST INTEREST OF PLAN PARTICIPANTS - AT ALL TIMES

EVALUATE

REVIEW

DOCUMENT,

DOCUMENT,

DOCUMENT

FOCUS ON

OUTCOMES

MONITOR

PATH

OPERATING A COMPLIANT 
RETIREMENT PLAN

Lay out an efficient path based 
on our retirement plan  experience 
and knowledge.

Plan Design

Assistance

As fiduciary stewards, we strive to reduce
plan sponsor fiduciary liability exposure
while working towards increasing your
plan’s retirement readiness. Because, at the end of the day, everyone wants to reach the last stop: Retirement.

Provider
Analysis

Investment
Assessment

Retirement
Readiness

Fee
Benchmarking

Operational
Compliance Support

PROCESS

MANAGING YOUR FIDUCIARY RISK

 

We work beside you to outline an investment review process as we help you evaluate:

» Overall Plan Costs

» Service Provider Offering

» Plan Design Assessment

» Investment Lineup

» Fund Performance

» Transactional Compliance

METHOD

REACHING DESTINATION RETIREMENT

 

AS A PLAN SPONSOR, YOU HAVE ACCESS TO AN INCREDIBLE RESOURCE – MOMENTUM. 

 

EMPLOYEES LOOK TO THEIR EMPLOYERS FOR GUIDANCE.  PLAN PARTICIPANTS HAVE QUESTIONS ABOUT ENROLLMENT, DEFERRAL PERCENTAGES, AND INVESTMENT SELECTION.

» Auto-Enrollment

» Auto-Escalation

» Qualified Default Investment Alterative (QDIA)

» Backsweeping

» Re-Enrollment

Together, we strive to help you manage your fiduciary liability by adhering to a prudent process where we review, evaluate, document, monitor, and focus on outcomes.