CALL US TODAY FOR MORE INFORMATION
1-800-559-3119​
SERVICES
All of our services are customized to fit the specific needs of each Employer and our Financial Advisor Partners. Our core services include:
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Retirement Planning Consulting
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Serving as your Third Party Administrator for your retirement plan
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Bringing Human Resources and Management Solutions to compliment your in-house team, either as a back office or as a Management Expert for those one-time situations
The list of Business Solutions we offer is extensive, so please let us know if you have a need that is not listed.
Retirement Plan Administration
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Plan Design and Document Preparation
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Employer Contribution Calculations
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Annual Required Testing
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Preparation of annual Form 5500 and direct communication with your accountant on large plan audits (if required)
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Plan document preparation and amendments
Retirement Plan Consulting
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Assistance with IRS or DOL audits
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Correction Program guidance and preparation
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Review and recommendation of Plan Design and Provider Selection
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Benchmarking
Plan Contribution Submissions
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Extract of data from your payroll system and uploading of contribution file to your Retirement Plan Provider's platform
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Initial compilation of year end census data from your payroll provider
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Training of your payroll specialist to ensure timely contribution modifications are made
Employee Withdrawal Assistance
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Dedicated phone line for your employees to call with questions
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Guidance on available options for each participant
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Assistance with form preparation
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Review of completed paperwork to verify accuracy and order
Human Resource Consulting
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Performance Management
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Document Preparation (Employee handbooks, policy and procedure manuals, training manuals, etc.)
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Benefit Management (broker selection and vetting, benefit comparison & benchmarking, compensation structures, etc.)
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Recruitment and On-boarding
Business Management Solutions
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Compliance/Regulatory Management
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Training and Process Development
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Technology Management
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Organization Design and Redesign
Assistance with Employee Relations​
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Discipline Investigation and counseling
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Communication Etiquette: phone/email
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Proper presentation: high impact
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Conflict resolution
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Problem solving facilitation
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Benefit comparison and benchmarking
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Compensation structure/employee comp systems review
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Application review
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Reference checks
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Background checks
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Employee development programs
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Job analysis and description development
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Risk management
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Unemployment consulting
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Workers comp consulting
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Support: appeal/hearings
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COBRA/State Continuation
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FMLA
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EEOC - state and federal
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Internal audits/investigations
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Payroll processes/software review