A corporate sponsored retirement plan is a valuable benefit to show your employees that you care about their long term future. Over the years plans have become more complex and the source of potential corporate and personal liability. We work with Plan Sponsors to help simplify the retirement plan world and to design a retirement plan program that meets your organizations financial and HR objectives while minimizing fiduciary liability.
Plan Optimization is working with you to determine the primary objectives of the retirement plan and then analyzing all aspects of the plan to make sure they are aligned and within the allocated benefits budget. Once the plan is established we will help you implement day-to-day best practices to operate the plan efficiently and minimize compliance risk.
Fiduciary Due Diligence
As a co-fiduciary on your plan we will work with you and your team to implement a consistent process and procedures to minimize fiduciary liability. This includes:
- Fiduciary Investment Consulting
- Service Provider Selection and Monitoring
- Fee Monitoring
Education & Wellness
Our education and wellness programs can be customized to your organization’s culture, demographic, and geo-graphic dispersion. We combine on-demand learning through videos, webinars, and online tools with the human touch of group and one-on-one education meetings.
Whether you are in the growth or succession phase of your business we can assist you in designing and implementing an executive compensation plan to attract, motivate, and retain your most valuable employees using equity and non-equity strategies.
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501
Planning Solutions Group, LLC