The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee communication services and standards. Furthermore, total plan costs are usually very difficult to determine. We can assist plan sponsors benchmark and evaluate their various options during the plan provider review process.
We employ a process that includes numerous questions for plan providers, allowing us to assess their capabilities. This extensive process helps plan sponsors mitigate the confusion and frustration of selecting the right 401(k) provider. It also dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers. We strive to help plan sponsors minimize total plan costs and maximize the scope and quality of plan provider services.
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Some insurance products offered through LPL Financial or its licensed affiliates. Associated Financial Group, LLC (“AFG”), Associated Bank, N.A. (“AB”) and Associated Banc-Corp (“AB-C”) are not registered broker/dealers and are not affiliated with LPL Financial.
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Insurance products are offered by licensed agents of AFG. AFG is a wholly-owned subsidiary of Associated Bank, N.A. (“AB“). AB is a wholly-owned subsidiary of Associated Banc-Corp (“AB-C“). AB-C and its subsidiaries do not provide tax, legal, or accounting advice. Please consult with your tax, legal, or accounting advisors regarding your individual situation. AFG‘s standard of care and legal duty to the insured in providing insurance products and services is to follow the instructions of the insured, in good faith.