Here's how the process starts
Our process starts with a discussion of partnering with a third-party administrator (if needed) to setup the bones of your retirement plan. Once that’s in place, you can expect the following process:
We meet with you and your third-party administrator, if necessary, to discuss how we can help you CAPitalize Your Retirement Plan. We discuss goals, needs, custodian, etc. Once we finalize this step, we’ll set up a time to sign paperwork.
We’ll complete third-party administrator, custodian, and advisor paperwork as well as schedule an initial employee meeting.
Once we’re up and running, we’ll service your retirement plan accordingly.
- Employee Meeting: We go over what your employees need to know about their retirement plan, such as how much to contribute, how to contribute (before and after tax), the investments, and beneficiary forms
- Personal Meetings: Follow up with opportunities to meet one-on-one
- Annual Trustee Meeting: Trustees, TPA, advisor and occasionally the custodian to review key metrics of the plan including participation, costs, upcoming updates, and any big picture questions trustees have