COMPANY RETIREMENT PLAN PROGRAM
Proprietary process, using Best Practice Standards set by industry experts
| AIF®: | Accredited Investment Fiduciary: the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility (Center for Fiduciary Studies)
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| PPC®: | Professional Plan Consultant: signifies a commitment to education and service excellence in the qualified plan industry (Financial Service Standards)
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your plan including:
- Fiduciary assessment
- Development of plan process to assure comparing actual plan results versus your IPS
- Investment Policy Statement (IPS) is:
- – The roadmap to establish plan objectives and processes
- – Used to compare total plan results against stated objectives
- Customized program options offered through independent custodians:
- 1.) Charles Schwab Institutional
- 2.) Fidelity Institutional
- Access to thousands of no-load funds and institutional managers
- Individual stock selection offered through brokerage accounts
- Revenue sharing to reduce plan costs
- No surrender charges
- Oversee standardized investment models
- Monitor mutual funds and institutional managers
- Proprietary 55-point manager screening process
- 3-level manager Watchlist program
- Plan administered by the largest record-keeper in the
mid-Atlantic region - Customized reports
- Custom plan by actuaries and CPAs
- 24-hour account access and online changes
- Trustee and human resources education
- Formal trustee meetings
- – compare actual results with plan objectives
- Group education and one-on-one sessions
- Employee education assessment
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Hidden Time Bomb Test ™
Hidden Time Bomb Test ™
We offer a retirement plan better than most
Fortune 500 Companies.
Fortune 500 Companies.
