Our Qualified Plan Service Commitments

1.  Understanding what you wish to accomplish with your Company Retirement Benefit, both for you and your Employees, will be the immediate Objective of our initial conversation.

2.  You will receive a comprehensive written Plan Review and specific Recommendations within ten days of a data gathering meeting.

3.  You will be provided with an Implementation Schedule for these Recommendations and be assured that every strategy you choose to implement is addressed.

4.  Your legal and tax obligations will be coordinated among your various advisors or, we will refer you to Attorneys, CPA’s or a Third Party Administrator (TPA), when appropriate.

5.  You will be contacted quarterly to evaluate the Plan’s progress and address any questions, concerns, or comments.

6.  All of our meetings will be summarized in writing and this summary will be sent to you within three days.

7.  Your and your employees’ phone calls will be returned within 24 hours.

8.  You will be provided with the most substantive and current information available as we continually study financial markets on your behalf.

9.  Your Investment Committee / Fiduciary meeting will be scheduled Annually and your Employee Meetings will be offered on a Quarterly basis.

10.  Your confidence as a Fiduciary will be our priority and we will put this priority ahead of all others.