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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.
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