To retire wealthy,
you must plan brilliantly.
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Retirement Plan Administration

Retirement Plan Administration is such a large part of what we do. In 2009, we acquired CHEC, Inc., a company that has specialized in plan administration since 1987. There are a variety of retirement plan services for companies with 1 to 5,000 employees. Below are some of the services we offer:

Plan Design

  • Creative Plan Design Alternatives
  • Assist Identifying and Establishing Objectives
  • Develop Strategies and Solutions to meet Employer Needs and Control Costs
  • Special Plan Design Comparison Studies

Compliance and Administration

  • Compliance with Regulations and Legislation
  • Compliance Testing / Controlled Group Issues
  • Preparation of Government Filings
  • Participant Recordkeeping

Employee Communications

  • Summary Plan Descriptions (SPDs)
  • Individualized Benefit Statements
  • Benefit Announcements
  • Enrollment Presentations

Retirement Plan Services

Please visit our dedicated CHEC, Inc. website for more details.