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.
