Retirement Plans
As plan sponsors have gained more experience with retirement plans many have come to the realization that it is not an insignificant effort to provide this benefit to participants. It is not as simple as handing a participant an enrollment kit and trusting that they will make an informed investment decision. At Advanced Capital Group we understand the challenges that plan sponsors face and we have built our retirement plan advisory services with solutions to these challenges.
Some of the leading-edge processes that we make available to our clients include:
- Plan design
- Plan benchmarking and comprehensive Request For Proposal (RFP)
- Co-fiduciary core fund selection and monitoring
- Customized DOL Interpretive Bulletin 96-1 compliant employee investment education
- Acting as our clients’ advocate in dealing with the plan’s recordkeeper / administrator
