Our first step is to get to know your organization and your compensation philosophy to help identify the purpose of your group retirement plan. A group retirement plan is also referred to as a Capital Accumulation Plan or CAP.

Based on our initial discussion, we will design or propose changes to your existing plan, if needed, to make it competitive within your industry.

We have developed a CAP plan governance regimen which complies with industry best practices. It’s easy to follow and organized. We create a CAP binder for each of our clients that acts as the central source of all plan governance related material.

We will take your plan to market to request and negotiate pricing with all Service Providers. We will then prepare a comprehensive analysis of the products offered by the market, including a recommended option. After the decision is made, we ensure the Service Provider you have chosen implements the plan according to the needs of your group.

We communicate in a number of ways to ensure retirement plan members understand the important benefit that you offer them. Our written communication ensures everyone has a clear explanation of the plan’s features and rules. Our group sessions are great for those seeking information from an engaging presentation.

And finally, we meet with individuals one on one, either in person or over the phone. Our team of professionals are licensed and insured to design a specific investment plan for anyone who is interested in this service.