Service Category: Qualified Retirement

401(k) Plan Consulting & Fiduciary Services

August 2, 2019 | admin

As an employer, you know that part of maintaining a competitive edge in attracting a talented team means offering a 401(k) plan that ensures your employees’ satisfaction, loyalty, and longevity, while also benefitting your bottom line. Managing and understanding the complexity in choices and the fiduciary responsibilities that come along with administering 401(k) plans can be a challenging process. You...

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Fee Analysis

April 17, 2019 | admin

A key component of our fiduciary process focuses specifically on plan costs. Our Fee Comparison and Analysis evaluation delivers a comprehensive report that includes an analysis of investment management fees, recordkeeping fees, advisor/consultant fees, total plan fees, as well as plan features and benefits.

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Product/Platform Competitive Analysis

April 17, 2019 | admin

Your organization’s retirement plan reflects your dedication and commitment to your employees. That’s why our rigorous due diligence process ensures that every aspect of your record-keeper platform is participant-friendly, cost-effective, and provides outstanding investment options, education, and tools.

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Participant Education

April 17, 2019 | admin

To us, success looks like plan participants who are well-informed and well-educated about their plan benefits, and who are encouraged to grow and accumulate sufficient savings for retirement. We pay close attention to plan participation and deferral measures. We continuously strive for improvements in those areas through on-site and remote education and enrollment presentations. We work hard to ensure that...

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Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.