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Benefits
of QuikPath®
for your start-up retirement plan
Your Plan will appreciate
QuikPath
for
its benefits of:
Enhanced
Employee Relations and Plan Participation
The QuikPath communication
package not only effectively educates participants about their plan
and investment options, encouraging participation, but also
demonstrates Your Plan commitment to better employee
understanding of their benefits.
Broad-based
Recordkeeping and Administrative Services
Our daily valuation,
toll-free telephone service, and other advanced recordkeeping
features assure accurate, immediate access to participants’
accounts and reduce the administrative burden on your staff.
Minimized
Administrative Time and Costs
This comprehensive program
simplifies your administrative tasks, reducing the need for
additional staffing. Our full-service, integrated approach
coordinates investment manager, administrator, professional
consultants, and trustee, relieving you of this complicated process
and providing a streamlined flow of communications.
Simplified
Plan Start-up or Conversion
Our program reduces most of
the administrative and legal expense involved in establishing a new
plan, or changing an existing one. All plan documents required by
the IRS are provided and we maintain the documents to comply with
constantly changing legislative and IRS requirements.
ERISA
Flexibility
Our investment options present
the breadth of investment choices regulated by the Department of
Labor under ERISA Section 404(c). These regulations set forth
voluntary guidelines under which defined contribution plan
fiduciaries would be relieved of certain fiduciary responsibility if
their participants are given the opportunity to exercise control
over the investment of their plan monies among at least three
diversified investment options. Our investment options offer the
flexibility and adaptability that will be required for retirement
plans in the years ahead.
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