Our Value Proposition

Our goal is to become an integral part of the company’s retirement plan. To accomplish this we need to become a part of the fabric of the human resource and finance departments. Although not physically in the office, we do plan on having a metaphorical seat in your office.  

 

  • Phone calls and emails returned within ½ day
  • One experienced dedicated pension administrator to work on your pension plan
  • Coverage by another dedicated experienced administrator if your contact is out
  • 1-800 bi-lingual support line for your employees
  • Annual review meeting with the Plan Trustees
  • Timely filing of the form 5500
  • Timely compliance testing
  • Quarterly newsletters with important pension topics
  • No fee changes for the first 12 months and no on-going fee changes without 30 days written notice
  • Up to date E & O coverage
  • Continuing education for our professional staff of a minimum 12 hours per year (average 20)
  • Access to the President by personal cell phone

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