Plan Sponsor Services

We help our clients see the big picture when it comes to implementing their plan and assist them with the often complex world of plan sponsorship in the printing industry. Our services include:

Fiduciary Support

Liability is a significant concern for many business owners. We assist with fiduciary risk management strategies, helping you keep your 401(k) plan in compliance with ever-changing regulations, and systematically monitoring your plan’s investment options.

Plan Benchmarking

An organization has an ERISA obligation to ensure that what you and/or your participants are paying for the cost of your plan’s investments, record-keeping, and administration can be deemed as “reasonable.” To evaluate the competitiveness of your plan and other options available, we regularly conduct independent value and fee benchmarking for your service providers, including ourselves. This allows us to leverage a potential cost savings from your current or potential service providers.

Plan Participant Education

We not only provide you with our support, but we also help your employees with their overall financial wellness beyond the retirement plan options. Participant education is essential to a successful retirement plan, along with proper plan design. Working with your retirement plan committee, we can assist in coordinating a personalized, segmented program tailored to your demographic needs.