Lean On Us

We work with many recordkeepers and can work with any recordkeeping platform you and your clients select. Our responsibility is recommending the ideal plan design, plan and participant oversight, IRS/DOL compliance and providing support for fulfilling fiduciary obligations for the plan. If it’s an existing plan, we happily chime in and gather all the necessary information from prior recordkeeper and TPA. We also analyze the plan’s current features and suggest any changes. Finally, we coordinate with the prior service provider’s implementation team along with your office and your client to get the plan live and running efficiently as soon as possible.