By taking the time to schedule practical and achievable points, employees can follow a path, process and method to work toward a comfortable retirement.
RESPONSIBILITY TO ACT IN
THE BEST INTEREST OF PLAN PARTICIPANTS - AT ALL TIMES
OPERATING A COMPLIANT
Lay out an efficient path based
on our retirement plan experience
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.
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
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.
» Qualified Default Investment Alterative (QDIA)