Business Programs

Choosing the right qualified plan for yourself and your employees can be a daunting task; sorting through the options can be overwhelming. Our team of highly experienced retirement plan advisors serve as a fiduciary to help you.

  • Maximize Plan Efficiency

    • Every plan sponsor has unique goals and objectives. As your dedicated consultants, we will create a service plan specific to your needs. On an ongoing basis, we will examine your plan design with ideas to improve participation, operational efficiency and plan options.

      Highlights

      • Fiduciary Best Practices
      • General Plan Compliance
      • Quality of Participant Experience
      • Plan Design Consultation
      • ERISA Counsel Consultation
      • Coordinate and Facilitate Meetings
  • Manage Plan Providers

    • Our process-driven plan provider Request for Proposal (RFP) includes collecting demographic specific quotes, analyzing the data and ultimately recommending the most appropriate provider. Through the process, plan sponsors meet their fiduciary duty to monitor plan fees and make important plan provider decisions while ensuring the best possible plan at the most competitive cost for participants.

      Core Components

      • Investment Management
      • Recordkeeping
      • Total Plan Costs
      • Technology Services
      • Employee Communications
      • Compliance
      • Provider Compatibility
  • Enhance Investment Options

    • What makes our process leading edge is that it employs a complete approach that takes into account risk adjusted return characteristics, style analysis, peer group rankings and various qualitative factors.

      Highlights

      • Investment Due Diligence Process
      • Investment Policy Statement
      • Quarterly Market Summary
      • Quantitative and Qualitative Analysis
      • ScorecardSM Fund Ranking System
      • Coordinate and Facilitate Meetings
  • Increase Participation and Diversification

    • Through our comprehensive communication services, you can increase participation, satisfaction, and understanding of asset allocation and risk tolerance.

      Employee Communication Strategies

      • Group Employee Enrollment Meeting(s)
      • Group Employee Investment Education Meeting(s)
      • Provide Individual Meeting(s)
      • Employee Memos on Relevant Topics
      • Client Newsletter on Relevant Topics

First Ohio Planning offers 3(21) Fiduciary Services “Help me do it” and 3(38) Investment Management Services “Do it for me.”

 

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