Are You Ready?
In this era of increased regulation and rampant litigation, Investmark’s 3(21) Fiduciary Retirement Plan Services provide the expertise and experience you need to bring order, process and confidence to your company sponsored 401(k) retirement plan.
Administering these plans is time-consuming work. Add to that the constant threat of having to prepare for a Department of Labor plan audit, and the passage of the DOL Fiduciary Rule on June 9th, and it’s easy to see how an experienced industry professional would be an important ally for maintaining your plan’s fiduciary obligations.
With over 30 years of experience in the retirement plan marketplace, Investmark Advisory Group is well prepared to help dealerships select, implement, and manage retirement plans.
See below and visit the Investmark Advisory Group website for more detailed information on what we can do for your 401(k) plan and how we can help navigate the ever-changing regulatory landscape with our fiduciary and retirement plan services.
Investmark's 3(21) Fiduciary Retirement Plan Services offer a wide range of benefits:
A Process Designed to Optimize Plan Efficiency and Ensure Compliance. We focus on operational aspects, including plan eligibility, contribution modeling, and compliance. We seek to maximize your fiduciary protection and share your regulatory obligations and administrative requirements as a co-fiduciary.
Enhance Investment Opportunities. We recommend an investment lineup that aligns with your plan’s objectives
Manage Plan Costs. We evaluate and monitor provider fees and services for reasonableness.
Save time. With Investmark handling all investment related items, participant education and plan benchmarking, you can focus on the core duties of managing your businesses.
Less paperwork. Client day-to-day administrative duties are coordinated by Investmark and thus simplified to ensure ongoing compliance. Investmark maintains an audit file and other documentation.
Objective, expert guidance. By partnering with us, you’ll get the help your business needs to avoid putting your plan at risk and you can be confident that your plan’s administration responsibilities are covered.