Group Retirement
Defined Contribution Plans: Profit Sharing / 401a / 401k / 403b / 457b
As a Plan Sponsor (aka the business owner), you are a fiduciary and have a legal responsibility to the plan and your employees. I can help you navigate the regulatory rules, and be a co-investment fiduciary to help alleviate your burdens.
SERVICE OFFERINGS
For fiduciaries:
Plan assessment,
Legislative & regulatory review,
Investment menu review,
Assess the investment landscape,
Investment Policy Statement (IPS) and review,
Performance review,
Service/fee inventory,
Investment committee review,
Education review,
408(b)(2) disclosure review,
Fee policy statement review
For plan participants:
Enrollment meetings
Education seminars
Targeted communications
404(a)(5) participant disclosure
For Human Resources (HR):
Benefit & financial wellness strategies
ERISA 404(c) disclosure review
Support for plan participation
Investment education materials
FSDC Advisory, LLC cannot provide tax or legal advice. Please consult a qualified tax advisor or attorney for your tax or legal questions.