As an employer and plan sponsor, your company shoulders a major responsibility. You need to select the appropriate plan and service provider at a reasonable cost, determine the optimal plan design provisions, choose and monitor investments, keep up with legislative changes, ensure your plan is administered properly, and educate and inform plan participants. All of this hopefully results in a plan that inspires your employees to reach their retirement goals, while helping you recruit and retain valuable associates.
Consolidated Planning Corporation is uniquely positioned to assist you in the selection of your plan and plan provider. We do not have a proprietary "in-house" product. Rather than focusing on selling a specific product, we work with virtually all of the different product and service providers in the retirement plan market. We have assisted numerous companies in:
Evaluating plan alternatives
Developing an investment policy statement
Selecting the appropriate service provider
Investment selection & performance reviews
Employee education
Conversion management
On-going plan reviews
Regulatory updates