Retirement Plan Services

    

ALCUS Financial Group provides fiduciary services to plan sponsors (business owners) of company retirement plans. Services include:

                        

 

A.     One-Time Services:

a)      Draft Investment Policy Statement.

b)      Develop Model Portfolios.

c)      Run Enrollment Meeting for New/Changing Plans.

d)      Develop an Employee Communication Plan.

B.     Ongoing Services:

a)      Provide Independent Investment Advice for Participants.

b)      Monitor Legislative Changes and Provide Updates.

c)      Improve Plan as a Recruiting/Retention Benefit.

d)      Improve Employee Participation Rate.

e)      Become Your Fiduciary Partner of the Plan.

C.     Periodic Services:

a)      Provide Independent Investment Monitoring. (Semi-Annual)

b)      Conduct Plan Review. (Annual)

c)      Ensure Plan is ERISA 404(c) Compliant. (Annual)

d)      Deliver newsletter via email. (Monthly)

e)      On site meeting for plan participants to provide fund updates, contribution limit changes, distribution rules, etc. (Semi-Annual)

f)       Individual Participant Account Review. (Annual)

 

Fee Schedule
 
Advisory fees for the services described are calculated based on several factors, including the services requested, the amount of plan assets, and the number of plan participants.
 
If you would like to receive a free, no-obligation retirement plan analysis, which specifically addresses the needs, concerns, and issues you may have as a plan sponsor, kindly complete our Confidential Plan Sponsor Questionnaire, and click 'Submit' to send via email or fax it back to our office (888-777-2062). Feel free to call us at (843) 375-2021 if you have any questions.
 
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