A Company
with a Plan
...is a Company that values its Employees.
Our service model will help craft the Plan for the greatest outcomes for your Participants and keep you Fiduciary Compliant.
RETIREMENT PLAN CONSULTING
As a Plan Sponsor and Fiduciary to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants. Not doing so can put you and your company's plan in legal jeopardy as well as facing steep consequences.
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It can be confusing to know where to start or what to do and when. That's where we come in. We take a Fiduciary position on all our client's retirement plans. This way we are as responsible as you are for the outcomes of your plan participants.
As Financial Craftsmen, we have crafted a service model that consists of five parts to ensure you & your company's plan are on the correct path for success and that you are receiving the highest service at the most competitive cost.
Financial Craftsmen
Service Model
Part 5:
Plan Monitoring
We manage the health and welfare of your retirement program over its lifetime. We continually advise you on regulatory changes, program enhancements & investment due diligence on a quarterly, semi-annual or annual basis.
Pt 5: Plan Monitoring
Part 1:
Plan Evaluation
Utilizing our management tools we provide an evaluation of your company's retirement plan objectives & concerns, and an analysis of other plan solutions. We also discuss and review funding strategies and plan fees.
Pt 1: Plan Evaluation
Part 4:
Education Experience
We manage the education process through quarterly, semi-annual and/or annual education and financial planning seminars. We are there every step of the transition from your current retirement program to your new program. We enroll your employees and educate them on the
benefits of their new program.
We'll ensure their satisfaction.
Pt 4: Education Experience
Part 3:
RFP & Benchmarking Process
We're on your team. We'll sit on your side of the negotiating table to walk you through the RFP & Benchmarking process, manage the flow of information, analyze & review proposals, and guide you in making an informed and knowledgeable decision.
Pt 3: RFP & Benchmarking Process
Part 2:
Fiduciary Compliance
Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting & monitoring investment managers. Additionally, we educate all fiduciaries on their responsibilities.
Pt 2: Fiduciary Compliance
Our service model is designed to build a stronger retirement plan for your company that helps protect you from liability and loss while promoting greater participant outcomes.