401(k) Plan Sponsors/Trustees:
Building an attractive work environment means providing competitive benefits packages for your employees. However, employer-sponsored retirement plans can be demanding, as they entail fiduciary responsibilities, investment selections, record keeping, distributions and employee education, among other tasks.
SPFA advisors work directly with employers/plan committees to address ongoing responsibilities, and to support plan sponsors/trustees fulfilling fiduciary requirements.
Take advantage of SPFA’s corporate retirement planning to simplify your life:
- Evaluation of current 401k plan
- Assistance in plan design and improvement
- Creation of your firm’s Investment Policy Statement
- Design and monitoring of investment selections
- Benchmarks comparisons for plan cost and efficiency
- Access to up-to-date information on regulatory changes
- Facilitate employee-enrollment meetings and on-site education workshops