Not Just a Plan, but a Partnership

There are many decisions an employer must make before entering into a 401(k) contract. From cost structure to who should sit on the 401(k) committee, we have a detailed consulting package for clients considering adding 401(k). We will prepare a market analysis complete with a formal recommendation. Our goal is a proven plan that will increase participation.

Benefit Solutions™ provides everything you need to help you run an efficient, successful retirement plan that attracts and retains key talent and helps your employees prepare for a comfortable retirement. From comprehensive administrative and reporting support to guidance around responsible investment decisions, we partner with you to help build a 401(k) that delivers value—for both your business and your employees.

Our Partnership Offerings

  • 457(b) and 457(f) plans
  • Defined benefit plans
  • Non-qualified deferred compensation plans
  • Support for your 401(k) committee including recommended meeting agenda items
  • Assistance in writing your Investment Policy Statement
  • Help you understand and comply with your fiduciary responsibility
  • Educational sessions with employees