Our Constant Efforts Land Others Trust
Plan Evaluation
We provide an evaluation of your organization’s retirement plan objectives and obligations along with a review of various other plan solutions. We will also discuss and review funding strategies for fee administration.
Plan Optimization
Get the most out of your investment in your employees. We conduct a feasibility study to help maximize the tax benefits of your organization’s retirement program for your company, your employees, and your executive team.
Fiduciary Protection
Meeting your responsibilities as a plan sponsor is paramount. With new 408(b)(2) fee disclosure regulations this can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment options.
Proposal Management
We're on your team. We'll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposals and guide you in making informed and knowledgeable decisions.
Government regulations and new compliance standards have added to the already complex world of company sponsored retirement plans. We offer a state-
|
●
|
Where you may be paying unnecessary and hidden fees.
|
|
●
|
Where you can maximize tax benefits.
|
|
●
|
How well you are fulfilling your fiduciary obligations as sponsor
|
Employee Education & Communication
We manage every step of the transition from your current retirement program to your new program. We enroll your employees, educate them on the benefits of their new program. We'll ensure their satisfaction through education and financial planning seminars.
Plan Monitoring
We'll manage the health and welfare of your retirement program over its lifetime,
advising you on regulatory changes, program enhancements and investment due diligence
on a quarterly or semi-
Connect with Ocelot Group If you would like to visit with one of our experts to discuss
your company’s plan, send us an e-
Or Call Us At
