- Serve as a fiduciary trustee to your plan and provide a detailed annual review of your plan to help you meet the required fiduciary responsibilities as a plan sponsor.
- Provide full administrative services for your plan, including daily record-keeping, reporting, and support.
- Provide introductory and ongoing training and support such as easy-to-understand statements, daily visibility with online transaction access, and a toll-free support line
- Complete annual testing to ensure your plan remains in compliance with the Employee Retirement Income Security Act (ERISA)Department of Labor (DOL) and the IRS