Retirement Security Advisory Council
RETIREMENT SECURITY ADVISORY COUNCIL
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The Retirement Security Advisory Council is a group of professionals dedicated to providing quality employer sponsored plan design and administration services.
PROVIDE QUALITY DESIGN AND ADMINISTATION SERVICES BY:
Being responsive, conducting quality reviews of plan design and administration, affecting change only when necessary and keeping the decision makers informed about matters that impact their retirement plan and fiduciary responsibilities.
We believe it is important to deliver our administration services from the client's perspective.
We make every attempt to structure our program from the clients prospective; how will the
delivery of our services make the process easier for the client, how can the client implement
a procedure within their office(s) with no disruption but have high effectiveness.
WHAT WE DO TO ENSURE OUR UNDERSTANDING:
Keep abreast of all retirement plan matters, communicate regularly with our clients, understand news and court rulings that that apply to plan design and administration.
You will pay only for services rendered. Although our base fee covers required plan testing and mandatory administration we do have a few levels of service. If your plan does not require all of our engaged services, our engagement fee will automatically be adjusted lower.
We write our own monthly newsletter that provides administration techniques, new legislation updates, short articles that focuses on a plan feature or design element and alerts to upcoming due dates.
A PRACTICAL APPLICATION:
The quality of design, administration and our immediate attention are all important factors in the smooth operation of your Company's retirement plan.
We will help make sense of plan design.
Explain why each component is important to you.
How each component fits together as a retirement plan.
How to integrate the administration within your office.
We design plans that meet your Company retirement benefit needs and budget.
OUR MISSION:
Our practice is built on the idea that when you say you are going to do something, do it and do it well. We prepare high quality work while providing that service in the most economical means possible for our clients. We must fully understand Rules and Regulations and how they may help our clients. We will use technology that benefits our clients. We will listen to our clients, furnish services and offer solutions that are in their best interest. We will deliver more than reports and 5500s, we will deliver service.
PROVIDE QUALITY DESIGN AND ADMINISTATION SERVICES BY:
Being responsive, conducting quality reviews of plan design and administration, affecting change only when necessary and keeping the decision makers informed about matters that impact their retirement plan and fiduciary responsibilities.
We believe it is important to deliver our administration services from the client's perspective.
We make every attempt to structure our program from the clients prospective; how will the
delivery of our services make the process easier for the client, how can the client implement
a procedure within their office(s) with no disruption but have high effectiveness.
WHAT WE DO TO ENSURE OUR UNDERSTANDING:
Keep abreast of all retirement plan matters, communicate regularly with our clients, understand news and court rulings that that apply to plan design and administration.
You will pay only for services rendered. Although our base fee covers required plan testing and mandatory administration we do have a few levels of service. If your plan does not require all of our engaged services, our engagement fee will automatically be adjusted lower.
We write our own monthly newsletter that provides administration techniques, new legislation updates, short articles that focuses on a plan feature or design element and alerts to upcoming due dates.
A PRACTICAL APPLICATION:
The quality of design, administration and our immediate attention are all important factors in the smooth operation of your Company's retirement plan.
We will help make sense of plan design.
Explain why each component is important to you.
How each component fits together as a retirement plan.
How to integrate the administration within your office.
We design plans that meet your Company retirement benefit needs and budget.
OUR MISSION:
Our practice is built on the idea that when you say you are going to do something, do it and do it well. We prepare high quality work while providing that service in the most economical means possible for our clients. We must fully understand Rules and Regulations and how they may help our clients. We will use technology that benefits our clients. We will listen to our clients, furnish services and offer solutions that are in their best interest. We will deliver more than reports and 5500s, we will deliver service.
