Optimized Plan Design
Provided a census of your company, we will construct an illustration comparing up to five distinct plan designs tailored for you and your employees. Please submit the "census request" spreadsheet by e-mail to Plan Illustrations
Once satisfied with a thorough understanding of your
needs, Retirement Solutions will:
- Evaluate high-quality providers based upon your criteria,
- Identify those providers who fit your needs and plan parameters and
- Identify the solutions available to your Plan's financial advisor.
Vendor Candidate Selection
Retirement Solutions matches your Needs Assessment
to the results of the Vendor Search. One or more of the vendors will emerge as viable
candidates, based on their ability to meet the challenges of your plan
Finalists Presentation and Vendor Selection
The leading vendors are reviewed
by you and your financial advisor for proper selling arrangements and
investment offerings and fee structure. You'll select the appropriate vendor
and then proceed to the implementation phase.