At Signature Financial Partners, LLC we are committed to offering a sophisticated and personalized approach to managing your 401(k) plan and working with your individual participants to help educate them on how to prepare for retirement. Our main goals with any 401(k) plan are to:
We believe that if all three of these goals are met in a professional manner, your 401(k) plan will run smoothly and efficiently and your participants will have the best opportunity to succeed financially in preparation for their retirement, while often reducing the overall plan costs.In addition, we have the ability to meet with your participants through one-on-one financial counseling sessions, benefit fairs, enrollment meetings, webinars, and conference calls. This hi-touch service is part of the value, experience and professionalism we will bring to your company..
Our own RFP process offers quantitative and qualitative metrics for a thorough and balanced analysis. We can quickly and efficiently validate your decision to remain with your current provider or uncover justification to move to an alternative provider.
If a full search is not your intention, allow us to conduct a fee benchmarking to help ensure your compliance with ERISA requirements to periodically compare your plan to the marketplace.
An effective retirement plan begins with a sound plan design strategy and grows with attentive execution. At SFP we provide full service retirement plan management and design (working with small, large and multiple employer plans).
Service provider and participant disclosure regulations issued by the U.S. Department of Labor directly affect plan sponsors’ fiduciary and compliance responsibilities to their plan and participants. Complete DOL 408(b)2 compliance
We analyze the market and work with your investment committee to develop and maintain the plan's investment strategy
We conduct an independent, objective evaluation of your available investment options.
We offer you quarterly recommendations that are aligned with your specific objectives. Then we stay in touch, continuously monitoring your plan and looking for ways to make it grow faster and work harder so that you’re in control of your future and your financial future.
Creating a plan is only as good as your employees' knowledge and participation. We provide the following services to your participants:
Frequent and positive communication to participants can benefit everyone in the following ways:
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