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Retirement Plan Recordkeeping

Benefit:

  • Supports employee recruitment and retention with a strong retirement plan (401(k), profit sharing, ESOP, 457, 403(b)) providing:
    • Access to responsive, knowledgeable customer service representatives familiar with each plan sponsor’s needs and requirements
    • Access to an open-architecture structure delivering more than 22,000 investment options. The plan's investment advisor and the plan sponsor can then choose from this list – not just a single family of investment options
    • Daily valuation of accounts including same-day/late-day trading
    • 24/7 instant access to current participant information via customized, company-logoed Website and phone access, including investment election changes, account balances, fund returns, loan modeling, investment advice and plan sponsor access
    • Online loan and hardship distribution processing along with online enrollment are all available.
  • Help protect your organization and fulfill your fiduciary responsibility by working with retirement plan specialists with deep expertise in ERISA/DOL regulatory requirements for retirement plans
  • Reduce retirement-plan audit fees (if an audit is required) by engagement of a recordkeeper with an audited SOC1 report, a credential reflecting our expertise and internal controls
  • Competitive pricing based on understandable and clearly spelled out fee structure

Who's most likely to benefit:

  • Any organization offering an employee retirement plan
  • Organizations unsure of whether their retirement plan's fees are competitive or uncertain of what fee levels are being charged
  • Organizations whose employees desire more investment options, better service or more access to retirement plan fund information

Description:

AGH Employer Solutions offers complete retirement plan services, including plan design and development, recordkeeping and compliance services. Those services can be combined with a plan sponsor's existing providers (for example, an existing plan document and external investments manager), or bundled for a "one-stop" plan.

Retirement plan recordkeeping, as delivered by AGH Employer Solutions, requires a customer-oriented staff, a high degree of technological sophistication to deliver rapid and accurate responses to changes in fund elections, and a thorough understanding of ERISA, IRS, Department of Labor and security regulations. While educating, communicating with and serving your employees' retirement plan needs, we also deliver peace of mind to the plan sponsor and trustee with preparation and calculation of all qualification tests and limits, a signature-ready Form 5500 and preparation and filing of 1099Rs.