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Howe
Barnes Retirement Plan Group
Ongoing
Management and Consulting Services
After
your plan is implemented, we continue to be the focal point
in the plan administrator's day-to-day activities with the
plan, and the most visible and available educational resource
for your participants. We can offer the following services
to plans after the transition is complete, or we can take
over the consulting portion of a plan in which a satisfactory
vendor relationship is already established.
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Consult
on plan design in light of regulatory changes and industry
trends to keep your plan up to date with changes made
by Congress, the IRS and the Department of Labor, and
keep it competitive with other companies' plans. |
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Review
investment performance, diversification, and risk quarterly
in compliance with your Investment Policy Statement
and relevant benchmarks. This report will include recommendations
and the cost/benefit analysis of those recommendations. |
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Educate
employees on investment choice and asset allocation
to help you retain employees and support your responsibility
as fiduciaries. This can be accomplished through ongoing
educational meetings, newsletters, web conferences,
phone conference calls, videos and printed material.
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Continue
to enroll newly eligible employees. |
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Provide
periodic reviews of competing providers. This will assure
your current provider remains competitive in fees, services
and investment options. |
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Answer
participant phone calls. Our team is ready to assist
when a participant has a question about an investment
or wants to discuss their personal financial strategy.
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Develop
and monitor asset allocation models. If a vendor offers
portfolio models, we will develop specific models based
on the funds available in the plan to help participants
answer the question, "Where do I put my money?" |
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Quarterback
vendor relations using our influence and knowledge to
get the most out of the relationship, as well as troubleshoot
issues. |
Vendor
Review and Implementation Services
Core
Competencies
Retirement
Plan Services Offered
FAQ's
Contact
Information
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Howe Barnes Hoefer & Arnett, Inc. ©2006 All Rights Reserved.
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