How Our Process Works
Ensuring Everything Goes Smoothly
A new business consultants will be assigned as the primary point of contact to provide regular status updates and assistance with:
- Establishing a timeline
- Designing a plan to meet your objectives (for plans without a TPA)
- Ensuring all plan establishment paperwork is completed
- Setting up investment options
Employee Communications
Our easy-to-read communication pieces help keep employees well-informed. Plan sponsors can distribute these materials or, if 401(k) Admin AdvantageSM services are selected, we will handle notice distribution of:
- New retirement plan provider announcements
- Trading Restriction Notice for the transition (if applicable)
- Qualified Default Investment Alternative (QDIA) notices
- Enrollment materials
