34_CRPS_Tour_of_Our_Services_Ongoing_Service
Tour of Our Services
Corporate Retirement Plan Solution
What Can You Expect On An Ongoing Basis?
We hope you'll choose to work with us for the long term, and we promise:
- Trustee Meeting and formal review of the plan and investments at least annually
- Manage your fiduciary liability and make sure the plan is doing what it's supposed to do
- Ongoing education and enrollment meetings for employees
- Generally conducted by our local staff -- not a representative flown in by the investment provider
- We get to know you, and you get to know us
- One-on-one discussions with employees
- Regular updates as regulations change and the retirement plan marketplace evolves
- Benchmarking and comparisons to other plans
- Availability via phone, email, and in person if you ever have a question
- Employers (plan sponsors) and employees (participants) are always welcome to call
- Access to local experienced staff, including CFP practitioner and ChFC and AIFA
- Troubleshooting when you don't know who to ask or your other service providers aren't helping you
- You'll hear from us! We don't just wait for you to call
- We proactively reach out to schedule the events above
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
FirstContact@CCCandC.com | 303-984-9000