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As the plan sponsor, you’ll establish and maintain the retirement plan, act as decision maker, and assume overall responsibility for the plan.

As your retirement plan service provider, we will assist you with plan design, answer questions, address concerns, and provide information about investment options. Your dedicated retirement plan consultant will ensure that your plan is onboarded smoothly.

As your day-to-day contact, they will work with you to ensure that you have the necessary website training and tools to help you streamline the ongoing administration of your plan.