Commitment to Support
Personalized assistance from Pension Architects both to the employer and employees results in decreasing the burdens of the company Human Resource and Benefit Personnel and allows more productive results for plan participants.
FOR THE EMPLOYER:
- Quarterly reporting and on-site meetings with management to track plan progress
- Minimal conversion blackout period with all necessary pre- and post-conversion communications provided to plan participants
- Plan assessment and redesign
- Review of PPA (Pension Protection Act) and examine application to sponsor
- Coordinated assembly of all plan documents including Investment Policy Statement (IPS)
- All aspects of pre-conversion research and transition
- Supervision of the transfer and processing of all plan assets
- Enhancement of any ERISA related needs of the plan
- Plan sponsor website
FOR THE EMPLOYEE:
- Group orientations to promote new plan upgrades and enhancements as well as participation
- On-site, private one-on-one enrollment consultations for every eligible employee
- Use of various financial software programs during and after enrollment meetings to assist with enrollment and planning decisions
- Quarterly on-site visits
- On-going access to education team personel to monitor progress