401(k) Consulting

Independent, Unbiased Review of Company Needs

• Your business is unique and we take the time to do the fact-finding required to make sure the needs of you and your employees are being met.

Plan Design & Development

• We take all of the data and analysis from our review of your company and customize a solution from the dozens of options available to you.
• We evaluate the design of the plan to make sure that you are maximizing your contributions, while optimizing the contributions made to employees.
• As a co-fiduciary we benchmark all fees so that you know what you are paying for.

Asset Management

• True to our core values, we use a process-, not product-driven approach to construct a fund lineup for you and your employees that maximizes returns and minimizes risks.
• We check in with you at regular intervals to make sure that your business and retirement goals are on track.

Fiduciary Compliance

• As a plan sponsor, you have a legal fiduciary responsibility that must be fulfilled. We know what your obligations are and can help maintain compliance with the governing agencies, and act as co-fiduciary to minimize your personal liability.

Manage Transitions to New Provider

• When a plan is transitioned from an old to a new provider, we are your dedicated resource to manage the process in an effort to make it as seamless as possible for you and your business.

Communication & Education

• As a part of the Chichester Financial Group LLC family, it is not only you, but also your employees, who benefit from our experience. We take the time to educate you and your plan participants on how the retirement plan works and what the options are to help everyone meet their retirement goals.