Whether establishing a plan for the first time or converting from an existing one, we understand that ensuring a well-designed process is critical for success. With a history of implementing thousands of plans per year, we’ve found that two things are necessary for success: a smooth plan installation and effective communication with employees.
We partner with you to do both.
Our services include the following to help make transitions successful.
  • Dedicated Installation Coordinator to provide the resources and guidance for a smooth installation or conversion
  • Document review and setup services including prototype plan documents and Summary Plan Description
  • Plan administrator's guide
  • Production of customized enrollment materials
  • Review and setup of payroll calendar and submission process
  • Plan installation/conversion service guarantee


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