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Providing Personal Service
with Institutional Quality
The integration of all
the following aspects of plan management by a qualified professional
experienced in both investments and plan administration provides plan trustees
with a very valuable resource.
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Consulting &
Compliance
·
Plan design and
implementation
·
Compliance/Operation
Reviews (an internal audit)
·
Review and provide
guidance on regulatory
changes
·
Coordinate with
Third-party Administrator (TPA)
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Too often, the
retirement plan's objectives, documentation, and operation are not
in harmony - leading to complex and costly compliance issues. What you don't know can
really hurt you.
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Plan
Investments*
·
Plan
Trustee Guidance:
Fiduciary Education and Procedures
*Investment Policy Statements
·
Investment
Flexibility - Can work with most vendors
·
Proposal
Review and Analysis
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We
help clients assess different service and pricing packages to best
fit your company's unique requirements to provide you with the
option with the best value. Our focus on service
results in long-term
relationships.
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Record Keeping
·
Daily
valuations and transactions
·
Timely
reporting
·
Withdrawal
processing support
·
Data
interfacing between asset manager and Third-party Administrator to
reduce errors and plan costs
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Accurate
recordkeeping is imperative to employee understanding and
satisfaction, as well as annual testing and reporting. Since errors can be
difficult to find and correct, our proactive approach results in
early discovery and timely corrections.
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Employee
Services
·
Customized
materials about plan options and planning
·
Employee
enrollment and education sessions - group & individual
·
Portals
to web tools and
calculators
·
Personal
service provided directly to participants and terminated employees
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The effectiveness of a benefit
communications can be measured by:
1.
The
percentage of employees actively
participating
2.
The
diversification of their investments
3.
The
employees long-term commitment to retirement savings
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It's like having a
retirement expert on your HR team!
*Advisory
Services through Finance500, Inc.
Great people, great products, and great service.
Finance500 Advisory Services, Inc. has been providing investments and brokerage
services since 1982.
Finance500, Inc. representatives are not required to sell or offer
anything besides great service.
Because of this, we are confident you will find Finance500 an
excellent partner in fulfilling all your financial objectives.
Finance500,
Inc. is also one of the nation's largest underwriters of brokered
Certificates of Deposit (CD's), working with nearly 600 banking and
finance centers to provide FDIC-insured vehicles to institutional and
retail customers around the country.
Home offices in
Irvine
California
with offices coast to
coast.
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* Broker-Dealer Agreement
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