Participants benefit because they are better
positioned to achieve their
retirement goals.

Plan Administration

One of our core disciplines with respect to non qualified plan consulting is to help our clients find the right provider for plan administration services. Our analysis focuses on the key spokes of the non-qualified administrative hub:

  • Conversion Management
  • Enrollment Activity Analysis
  • The Master Calendar
  • Plan Sponsor Website
  • Plan Sponsor Reporting
  • Asset/liability Hedge Administration
  • Consistent IT Enhancements

Through the analysis, we seek to minimize administrative burdens on sponsor organizations with well-structured centralization of services. The documentation equips the sponsor with valuable information needed to make informed and educated decisions. With this data power behind you, implementation and oversight of your plan is assured across any plan design changes, audits or mergers and acquisitions.

© 2013 Retirement Plan Advisory Group. All rights reserved.
Retirement Plan Advisory Group, 120 Vantis, Suite 400, Aliso Viejo, CA 92656 | 949.305.3859 | 877.360.2480 | fax 949.460.9893