Consulting Services
From streamlining processes, correcting plan errors, or to developing solutions for out of the box problems we are here to help. At SetAway, we can partner with you for individual projects beyond standard Third Party Administration services. We are here to help you with an array of services that include but are not limited to the following:
Custom Solutions that Work for You
Services Include:
- Plan Corrections: Support with plan corrections under SCP, VFCP, DFVC, and VCP programs
- Vendor Search: Most vendors target a specific market. Which vendor is best for yours? We can cut through the vendor choices and narrow in on the ones that fit your needs.
- Plan Fee Review: As a Plan Sponsor it is a fiduciary responsibility to make sure the fees being charged to the plan are reasonable. Unless you are in the industry, this responsibility can be time consuming and tough to judge. We can partner with you to lighten the burden and be an objective independent opinion.
- Education: We offer seminars for Plan Sponsors and Retirement Plan Advisors on a wide range of topics from increasing participation to compliance regulations Some of our courses include options for receiving continuing education credits.
- Enrollment Meetings: We offer a wide range of options to help your employees enroll in your retirement plan.
- Enrollment Training: We can train you in your Fiduciary responsibilities as a plan sponsor to protect your plan from common pitfalls. Better yet, we can partner with you and assume most of your Fiduciary responsibilities. Check out our 3(16) Services offered by our sister company SetAway Solutions. SetAway Solutions.
- Operational Procedures: We can help develop and document a Process Manual for your administrative processes customized to the specific needs of your company.