Free Consultation

DO YOU KNOW YOUR FIDUCIARY RESPONSIBILITIES?
Many of the actions involved in maintaining a retirement plan make the person or entity performing them a fiduciary under the Employee Retirement Income Security Act (“ERISA”).

Our representatives can show you a number of ways for you to transfer some of these responsibilities onto other parties.

View our Fiduciary Benefits flyer.

Fiduciary Flyer
DO YOU HAVE
THE RIGHT PLAN
FOR YOUR FIRM?
What is your key objective? Based on the selections below, there are several plan designs that may fit your needs.

Minimize Cost
  • 401(k) Plan
  • SIMPLE IRA
  • Profit Sharing Plan
Attract and Retain Employees
  • Personal Pension Plan
  • Cross-Tested Plan
  • Social Security Integration with 401(k)
Maximize Tax Benefits
  • Safe Harbor 401(k)
  • SEP-IRA
  • Cash Balance Plan
 
ARE YOU BEING CHARGED REASONABLE FEES?

Plan sponsors are not required to select the lowest cost provider(s), but you should be able to demonstrate the value you are receiving at a given level of fees.

Our representatives can help you benchmark your fees including:

  • Record keeping and general administrative fees
  • Fees associated with the investments available in the plan
  • Investment advisory fees, trust fees and installation fees
  • Participant fees
 

Find Your Representative and Call Today

Search By State
Call us today for your
Free Consultation
800.826.8901


Prefer email?
Click here to send us a message.
Comparison Worksheet

Use our Fee Comparison Worksheet to see what you are paying for today.

Fiduciary Flyer

Consult our Fiduciary Benefits Flyer for details.