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Plan sponsors with a defined contribution 401(k) plan and a defined benefit plan have unique challenges. Balancing the unique plan needs and administration and integration of both plan types to maximize efficiency and reduce costs are only a few of the challenges.

Our fully-bundled approach integrating a plan sponsor’s 401(k) and defined benefit plan delivers state-of-the-art services in a cost- and time-effective manner by our team of experts.

Plan sponsors receive the administrative and consultative support needed to make their retirement plans run smoothly, while providing a single point of contact to retirement information for both plan sponsors and employees.

Comprehensive Services

Our complete integrated solutions can add up to more success for your plan and more value for your participants. All services are coordinated through one point of contact to ensure consistency.

  • Defined contribution plan recordkeeping and administration
  • Defined benefit plan (traditional, hybrid, and cash balance)
  • Trustee and custodial services
  • Actuarial services and consulting
  • ERISA and consulting services
  • Compliance testing
  • Total retirement design studies
  • Fiduciary solutions
  • Investment services and consulting
  • Executive benefits
  • Plan sponsor website
  • Employee communications and education programs
  • Participant website
  • Participant service center

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