Teamwork
Services for Office Managers
All too often, a company’s retirement plan becomes another recordkeeping burden with little or no reward for the office manager. We strive to ease your burdens, and also, help you recognize ways in which you can help make the plan more valuable for management, your co-workers and yourself. Here are just a few of the value added services you can count on from us:
- We help you understand who provides what services. For example, how do you enroll new participants; where and when should contributions be deposited; how are terminated participants paid out; etc.?
- We help to minimize the data you must supply by eliminating duplicate data requests and calling you personally to help make things easier for you.
- If management wants you to serve as an intermediary in determining how much will be contributed each year, we will educate you to all opportunities and help you communicate effectively and professionally with your bosses.