Plan Sponsor Services Include:
- Benchmark current retiremet plans, evaluate free structures and compare to industry averages.
- Prepare quarterly fiduciary compliance documents.
- Develop investment and education policy statements.
- Prepare comprehensive fiduciary kit detailing step-by-step regularory procedures
- Facilitate quarterly meetings and plan reviews.
- Present quarterl employee workshops.
Helping Small Businesses & Employees Maximize 401(k) Retirement Plans
T.H.E. Select Benefits helps small businesses and other 401(k) plan sponsors to manage their 401(k) retirement mplans as well as document and execute fiduciary responsibilities.
Empowering Employees through Education
Would you like to better understand and maximize the features of your company-sponsored 401(k) plan while minimizing risk?
Many 401(k) plans are developed for the masses, not accounting for your unique financial situation. When your employer works with us, you'll receive help to better understand each of your plan's components and features. Our objective is to help you reach your long-term retirement goals while reducing indecisiveness that often occurs when left alone to manage such a complex financial vehicle.
Through on-site financial workshops and personalized meetings, we'll guide you through making the most of your plan while helping you manage risk versus return.
The cornerstone of our practice is helping small businesses facilitate fiduciary compliance as a 401(k) plan sponsor. We also help their employees to maximize their 401(k) retirement plans through ongoing financial education.