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RETIREMENT PLAN CONSULTING

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RETIREMENT PLAN CONSULTING

SERVICES FOR PLAN SPONSORS INCLUDE:

  • Create customized enrollment kits
  • Conduct on-site enrollment meetings
  • Provide personalized attention for each participant
  • Maintain accurate individual/participant account records
  • Process transactions, including managing the workflow for loans, withdrawals, contribution changes, investment changes and terminations
  • Manage the employee contribution and loan repayment process on a payroll frequency basis

CUSTOM SOLUTIONS FOR PLAN SPONSORS

As experienced consultants and plan administration specialists, our focus is on crafting a custom solution that meets the needs of your organization and your plan participants. We work closely with you and your HR department to create a retirement plan that best meets the needs of your organization while identifying and managing your fiduciary risk.

EDUCATING AND GUIDING YOUR PARTICIPANTS

We focus on education to help each participant recognize the benefit of their plan and the importance of taking responsibility for their retirement. We’re committed to providing your participants with the information they need to help plan for a financially secure future. We provide a range of services for participant-directed transactions, contributions into the plans, and benefit payments out of the plans.

SERVICES FOR PLAN PARTICIPANTS INCLUDE:

  • Web access to account information and planning tools
  • Newsletters and retirement planning documents
  • Counseling of participants on the rules regarding loans and withdrawals
  • Quarterly statements of accounts

INVESTMENT OPTIONS

The custodian for all funds in plans administered by Burke Group is Fidelity Investments. Our relationship with Fidelity allows us to offer a broad array of investment options through the Institutional FundsNetwork®.

  • Open architecture trading platform
  • Over 20,000 mutual fund and collective trust fund options
  • Multiple fund families and brand name managers
  • Unlimited investment transfers
  • Self-directed brokerage accounts
  • Trustee and paying agent services