SMALL BUSINESS RETIREMENT

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We don't simply help you choose a plan and then disappear. We actually service the plan you choose. We consult on plan design, plan amendments, help select qualified recordkeepers and Third Party Administrators (TPAs). We act as investment managers by analyzing, selecting, implementing a fund lineup. We coordinate quarterly investment committee meetings with plan trustees, we meet with plan participants at their convenience, and cut down on your administrative workload by tracking participant eligibility, deposits, in-service loans. All plan participants are provided online and mobile-friendly access to plan information and documents.