Everyone Needs a Retirement Plan!



Our Mission
At Benefit Solutions, we use a highly disciplined and structured approach that takes into account each of your goals, and then provides strategies for your retirement plan program that seek to help protect you from liability, relative to those goals. We aim to establish a long-lasting client relationship with you through maintaining the highest standards of quality, professionalism and integrity. We are ethically committed to providing you with thoughtful, independent guidance and personalized service to enable you to establish and maintain control over your valued employee benefit, the retirement plan program.


 

Our Commitment to You
To provide a highly customized retirement plan program and personalized service model that are known for their value-added approach that helps you effectively implement and maintain this important employee benefit program.


 

We will build new plans or redesign existing plans as needed. We provide retirement plan strategies for the following plan types:

  1. 401(k) and 401(k) Safe Harbor Plans
  2. Profit Sharing Plans
  3. Defined Benefit Plans
  4. Age-Weighted/New Comparability Plans
  5. Money Purchase Plans
  6. 457(b) Governmental and Tax-Exempt Plans
  7. ERISA 403(b) Plans
  8. Individual Retirement Plans (IRA's)

 

Special services from our provider relationships:

  • Plan providers with high ratings marks
  • Cost-effective retirement plan program
  • Exclusive third party administrators
  • Multiple investments/multiple fund families
  • Self directed brokerage accounts available
  • On demand participant investment advice
  • Enrollment & re-enrollment meeting support
  • Toll-free telephone & internet account access

Our services include:

  1. Provider evaluation and selection assistance (we search the marketplace)
  2. Customized plan design/flexibility and choice
  3. Needs assessment, provider search and selection
  4. Program Implementation Services
  5. Investment portfolio, plan design, review, and transition assistance
  6. Compliance with 404(a) and 404(c)
  7. Investment Policy Statement design consultation
  8. Assistance in selecting and monitoring your plan's investment portfolio
  9. Plan design solutions that meet your company's needs
  10. Participant education program
  11. Investment consulting for participants
  12. Customized/personalized enrollment material
  13. Ongoing maintenance and periodic plan and investment review
  14. Employee communication, portfolio review, and re-enrollment meetings