Your dedicated partner for retirement plan solutions
We provide industry leadership and objective advice to help optimize the value of an organization’s retirement plan. With our full range of fiduciary services, investment performance reviews and cost monitoring, we are able to help create a flexible plan positioned for success. Our seasoned team provides guidance on plan design, administration and effective employee communication strategizes to boost enrollment and raise awareness of retirement plan saving imperatives.
PARTICIPANT SERVICE CENTER
Contributing to your employer sponsored retirement plan is one of the most effective ways to prepare for your financial retirement future. To assist you with any questions you might have about your retirement account, please contact one of our Participant Service Representatives, available Monday - Friday between 8:00am and 5:00pm, PT.
CONTRIBUTION LIMITS – The Internal Revenue Service has announced the contribution limits for 2024. The contribution limit has increased, and employees may defer up to $23,000 into their retirement plan. For those age 50 or older, the catch-up contribution limit has remained the same. These employees may defer an additional $7,500.