Plan Start-up and Conversion

Establishing or converting a retirement plan can be overwhelming. We provide the administrative assistance needed to help make plan set-up or conversion easy by:

• Working with you and your payroll providers to set up a smooth and timely process
• Providing prototype plan documents including a sample Investment Policy Statement
• Providing tools to help select investment options
• Conducting on-site or remote enrollment meetings
• Distributing customized enrollment packages

This approach helps minimize the time spent on administrative details and lets you focus on the key driver to your plan's success: strong employee participation.

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