OUR VALUE PROPOSITION

OUR GOAL IS TO BECOME AN INTEGRAL PART OF THE COMPANY’S RETIREMENT PLAN. TO ACCOMPLISH THIS WE NEED TO BECOME A PART OF THE FABRIC OF THE HUMAN RESOURCE AND FINANCE DEPARTMENTS. ALTHOUGH NOT PHYSICALLY IN THE OFFICE, WE DO PLAN ON HAVING A METAPHORICAL SEAT IN YOUR OFFICE. 

  • Phone calls and emails returned within ½ day
  • One experienced dedicated pension administrator to work on your pension plan
  • Coverage by another dedicated experienced administrator if your contact is out
  • 1-800 bi-lingual support line for your employees
  • Annual review meeting with the Plan Trustees
  • Timely filing of the form 5500
  • Timely compliance testing
  • Quarterly newsletters with important pension topics
  • No fee changes for the first 12 months and no on-going fee changes without 30 days written notice
  • Up to date E & O coverage
  • Continuing education for our professional staff of a minimum 12 hours per year (average 20)
  • Access to the President by personal cell phone