Services for Non-Profits

RETIREMENT PLAN SERVICES

Plan Design Consulting and Benchmarking Services
Conversion/Implementation Management
Investment Consulting and Review
Investment Policy Statement Creation and Monitoring
Ongoing Plan Reviews
Comprehensive Annual Review
Review Meeting Documentation
Initial and Ongoing Employee Education Services
Custom Financial Planning Employee Workshops
Management of Distribution Services
Department of Labor File review and support
Management of Service Initiatives
Creating a Retirement Plan Committee
Ongoing Plan Sponsor Steward Education

ADDITIONAL SERVICES FOR CORPORATIONS

Foundation and Endowment Management
Executive Savings Plans
Cash Management
Risk Management – Key Man, Buy Out, etc.
Health/Medical Group Plans
College Savings Plans
Long Term Disability
Long Term Care
Succession Planning
Benefit Surveys