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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

  • Serving as your Third Party Administrator for your retirement plan

  • 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

 

  • Plan Design and Document Preparation

  • Employer Contribution Calculations

  • Annual Required Testing

  • Preparation of annual Form 5500 and direct communication with your accountant on large plan audits (if required)

  • Plan document preparation and amendments

Retirement Plan Consulting

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  • Assistance with IRS or DOL audits

  • Correction Program guidance and preparation

  • Review and recommendation of Plan Design and Provider Selection

  • Benchmarking

Plan Contribution Submissions

 

  • Extract of data from your payroll system and uploading of contribution file to your Retirement Plan Provider's platform

  • Initial compilation of year end census data from your payroll provider

  • Training of your payroll specialist to ensure timely contribution modifications are made

Employee Withdrawal Assistance

 

  • Dedicated phone line for your employees to call with questions

  • Guidance on available options for each participant

  • Assistance with form preparation

  • Review of completed paperwork to verify accuracy and order

Human Resource Consulting

 

  • Performance Management

  • Document Preparation (Employee handbooks, policy and procedure manuals, training manuals, etc.)

  • Benefit Management (broker selection and vetting, benefit comparison & benchmarking, compensation structures, etc.)

  • Recruitment and On-boarding

Business Management Solutions

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  • Compliance/Regulatory Management

  • Training and Process Development

  • Technology Management

  • Organization Design and Redesign

Assistance with Employee Relations​

                                     

  • Discipline Investigation and counseling                                  

  • Communication Etiquette: phone/email                               

  • Proper presentation: high impact                                             

  • Conflict resolution

  • Problem solving facilitation

  • Benefit comparison and benchmarking                                 

  • Compensation structure/employee comp systems review                                            

  • Application review

  • Reference checks

  • Background checks

  • Employee development programs

  • Job analysis and description development

  • Risk management

  • Unemployment consulting                                         

  • Workers comp consulting

  • Support: appeal/hearings

  • COBRA/State Continuation

  • FMLA                                   

  • EEOC - state and federal                                              

  • Internal audits/investigations

  • Payroll processes/software review      

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