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