Manage Fiduciary Liability Work with you to find the best recordkeeper, TPA, or bundled solution to suit your organization Accept status of ERISA 3(21) Investment Fiduciary - unbiased, fee-based advice in the best interest of your Plan participants Investment selection and monitoring including recommendations for changes to the investment menu, and annual updates to the Investment Policy Statement Negotiate costs with all providers based on ongoing, regular fee benchmarking Retirement Plan Scorecard to track participation and deferral trends, and to focus employee communication on the specific needs of your organization
Ongoing education and assistance (group and individual) to ensure participants understand, value, and utilize the Plan to suit their personal retirement needs Investment education Financial Wellness topics Retirement Readiness, including tools like Automatic Enrollment & Increases, or our Smart Saver program Transition employees to retirement