- Re-Enrollment meetings - With our help, the enrollment process for your employees may go faster and more smoothly.
- Annual plan reviews - We can help you evaluate your plan's performance and whether it is doing the best possible job helping participants prepare themselves financially for retirement.
- Investment policy statement reviews - We can help you by providing investment information as you fulfill your fiduciary duties.
- Monitoring provider and program enhancements - We will communicate to you changes that may affect your plan and your employees.
- Monitoring industry trends - We will keep you up-to-date on the latest developments and trends to ensure you are offering the best possible plan for employees.
- Service, support, and problem resolution - We can be a valuable helping hand and source of support and information whenever you need us.
- Additional Services - you can look to Stark Miller Financial Benefits Group to provide support with on-site investment seminars and one-on-one financial planning for some or all of the following:
- Personal non-retirement investing
- Rollover and distribution options
- College planning
- Estate planning
- Life stage planning
Charting the Course... |
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