401(k) & Employee Benefits
Plan your
Maximizing Value & Minimizing Stress for you & your employees
Navigate the complexities of 401(k) and employee benefits with ease, thanks to our comprehensive suite of services. You can benefit from tailored 401(k) planning and fiduciary oversight to efficient Third Party Accounting & record keeping and strategic benefit analysis. Be sure your company’s benefits package not only attracts top talent but also fosters long-term loyalty and satisfaction.
Plan Design & Strategy
- Tailoring 401(k) plan designs to meet employer objectives and employee needs
- Comprehensive review and optimization of existing employee benefits packages
- Strategic alignment of benefits with business goals for enhanced employee retention
Fiduciary Oversight
- Providing 3(38) fiduciary services to manage plan investments with due diligence
- Ensuring compliance with ERISA standards and regulations
- Conducting regular plan audits to ensure fiduciary responsibilities are met
TPA & Record Keeping
- Efficient and accurate record keeping and plan administration
- Streamlining enrollment, distributions, and loan processes for participants
- Implementing user-friendly platforms for plan participants and sponsors
Employee Education & Engagement
- Hosting educational workshops to help employees understand and maximize their benefits
- Personalized financial wellness programs to support employees’ financial goals
- Engaging communication strategies to increase plan participation rates
Retirement Readiness
- Customized retirement planning services to prepare employees for the future
- Analysis and reporting on plan health and participant retirement readiness
- Innovative solutions to improve plan outcomes and individual savings rates
Compliance & Reporting
- Navigating complex regulatory requirements and ensuring plan compliance
- Preparation and filing of required documents and reports
- Keeping abreast of legislative changes and advising on necessary plan adjustments
Vendor Management & Benchmarking
- Managing relationships with plan vendors to ensure high-quality services
- Benchmarking plan fees and services against industry standards to ensure competitiveness
- Negotiating with service providers to obtain optimal terms and conditions for the plan
Ready to get started?
Josh hosts regular meetings to give you team success with your employee benefits! Complete this form and someone will contact you soon.
