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Retirement Services
- Plan Design & Compliance
In the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans essential. It is critical that the legal, compliance and design aspects of a plan are current.
- Finding the Right Provider
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 impossible to determine from the face of the proposals.
- Plan Review
Part one shows how our reports, coupled with our data analysis services, serve as asset gathering tools by enhancing your relationships with participants. Part two provides an example of how reports can be used in standalone campaigns. Part three demonstrates how the document template used in part two can also be used to create a different report with an unrelated theme.
- Communication & Education
A successful communication program is critical to the success of a company's retirement plan. Enrollment and education specialists at National Retirement Partners understand that the development of an effective communication program varies greatly from business to business and across industries. We review the wide variety of options available with the retirement plan committee and create the most appropriate program for their particular employee population.
- Service Partners
National Retirement Partners is working hard to provide our advisors with the tools needed to manage an efficient business. Much like a warehouse store, our size allows us to negotiate for a discounted rate and pass that discount on to our advisors. So far we have partnered with companies offering office supplies, computer supplies, marketing materials, web services, and more. If you have suggestions for other partnerships where NRP might be able to help your business please let us know.
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