PLAN MANAGEMENT

We provide plan management services through daily, ongoing support to defined contribution plan sponsors at both the plan sponsor and plan participant level. Our plan management services provide you with a dedicated account manager who will support you on a personal and local level. Combined with a high degree of technical expertise that each of our account managers possess, you are assured a high standard of customized service and support. Our Plan Management services include:

  • Daily plan inquires, service provider communication and ongoing plan design and documentation support
  • Investment education services, transaction inquiries and processing support
  • Coordination and management of all service providers