Below are some of the services we provide for workplace retirement plans:
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- ERISA 3(38) & 3(21) Fiduciary Services
- Plan Design Services
- Develop and Maintain Investment Policy Statement
- Develop and Maintain Asset Allocation Models
- Plan Participant Education Services
We also use a flat fee structure to manage retirement plans. We charge an annual base fee of $2,500 plus $200 per Participant. Click on the button below for additional details regarding our services and fees: