SERVICE PROVIDER SEARCH & SUPPORT

Service Provider Search & Support

Service Provider Search & Support

Many employers want help and support in operating their retirement plan.



Rarely is one person or firm able to effectively provide all necessary services and support. We support the team of advisors approach. Potential service providers can include:

  • A plan consultant & advisor.
  • An investment advisor & fiduciary.
  • A plan custodian.
  • A plan auditor (more than 100 eligible participants).
  • A third party administrative firm for testing & compliance.
  • A plan actuary (defined benefit or cash balance plan).

If a plan sponsor or fiduciary does not feel that they can adequately or comfortably perform the necessary services then the plan fiduciary is required to obtain the services of an “expert” who can provide the required services.

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