A “one size fits all” service package is not ideal for every plan, so we strategically partner with financial advisors and providers to customize and tailor your company retirement plan to fit your business utilizing the unbundled service model.
The plan provider, also known as the record-keeper, serves as the custodian of assets, offers a variety of investment options, calculates the daily value of investments, and provides web-based access to accounts.
The advisor provides a better understanding of the industry, the providers, the funds, the fees, and available technology. The advisor offers investment advice and negotiates fees and contracts.
THIRD PARTY ADMINISTRATOR (Sentinel):
The TPA handles plan design illustrations, contribution allocations, annual compliance testing, preparation of Form 5500, and most importantly ongoing support.