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Corporate Brochure Click Here |
Consulting ServicesDeveloping A PlanSelecting an appropriate and affordable retirement plan is essential to attract and retain talented employees. A retirement plan should be designed to fit an employer’s objectives as well their budget. However, it can be challenging to identify plan design options and select the appropriate administrative and financial services providers. Executive Benefit Plans provides comprehensive retirement plan consulting services to help employers design, implement and administer a plan that satisfies management objectives and enhances employee participation. Needs AssessmentOur specialists review employer objectives, budget, employee demographics, current plan features and investment options to develop a comprehensive needs assessment. During this phase, we address compliance concerns and identify areas for improvement such as technology, reporting, pricing, investment diversification and employee communication. Plan Design and Provider SearchExecutive Benefit Plans provides objective consulting services for employers who are challenged with improving an existing plan or initiating a start up plan. Once an employer’s business objectives are identified, we will solicit, evaluate, and recommend proposals based upon the needs assessment criteria. Our professionals guide employers through the maze of design, compliance, and pricing issues associated with offering a qualified retirement plan. Plan ImplementationPlan implementation requires precise coordination and smooth execution. As the employer’s advisor and primary contact, Executive Benefit Plans ensures that all employer requirements are satisfied by the service provider. Services include the review of plan documents, contracts and administrative service agreements and supervising the conversion process. Plan Administration Services
Employee Communications
Investment Support
For Professional Consultation Services Contact:1186 Route 56 East Apollo, PA 15613-9725 USA Phone: 800-622-2411 or Fax: 724-478-1688 E-mail - info@benefitplans.com |
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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations. This page was last updated on Thursday, December 18, 2008 11:11 AM |
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