Employer Outreach Programs

In an effort to give back to our communities and offer value-added resources to serve and educate our communities, the following programs are made available on a one-time basis as part of our complimentary, no-obligation Employer Outreach Programs:

  • Fee Analysis of Retirement Plan Programs
    • Overall plan fee assessment
    • Assessment of segmented fees
      • Advisory
      • Record Keeping
      • Investment Expenses
      • Revenue Sharing
      • Trustee Fees
      • Audit Fees
    • Benchmarking of plan designs and plan complexity with other plans in your industry