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We provide the extra client support you need. Here are four excellent reasons why you should work us.
We use our expertise to build quality customized plans designed to meet the specific needs of any plan sponsor. We are not a “one size fits all” type of shop. We consult with our clients on the plan design options that are available to them and the benefits those options provide. As companies change, so do their needs. We are here to help them make the adjustments they need to their retirement plan.
We help to ensure the highest level of compliance on issues such as testing, contributions, loans, distributions, Form 5500 filings, and mergers and acquisitions. We assist plan sponsors in navigating through legislative changes by advising the plan sponsor about what they need to do from both a legal and operational perspective.
We provide a clear and understandable fee structure. We have the ability to offset plan sponsor fees by the compensation received from vendor service fee income programs.
Your plan sponsors will get a dedicated contact. We pride ourselves in our quick response to client questions. We help plan sponsors minimize the time they spend on plan matters.
We use our expertise to build quality customized plans designed to meet the specific needs of any plan sponsor. We are not a “one size fits all” type of shop. We consult with our clients on the plan design options that are available to them and the benefits those options provide. As companies change, so do their needs. We are here to help them make the adjustments they need to their retirement plan.
We help to ensure the highest level of compliance on issues such as testing, contributions, loans, distributions, Form 5500 filings, and mergers and acquisitions. We assist plan sponsors in navigating through legislative changes by advising the plan sponsor about what they need to do from both a legal and operational perspective.
We provide a clear and understandable fee structure. We have the ability to offset plan sponsor fees by the compensation received from vendor service fee income programs.
Your plan sponsors will get a dedicated contact. We pride ourselves in our quick response to client questions. We help plan sponsors minimize the time they spend on plan matters.
Let us help you!
We strive to respond to communications submitted via our website within one business day.
P.O. Box 328,
Meridian, ID, 83680
Need to talk to someone sooner?
208.947.1259 | Retirement Direct Line
Email Us:
pensions@benefits2llc.com