CONNECT

Address:

602 North Front Street
Wormleysburg, PA 17043

Phone:

717-736-7007

Fax/Other:

717-761-6127

Corporate Retirement Plan Services

Trustee Level Services

  • Annual Services
    • Plan Design Analysis with Third Party Administrator (TPA)
    • Plan Document Review with TPA
    • Investment Policy Statement Review
    • 3(21) Co-Fiduciary Services
    • Education Policy Review
    • Review Auditor's Report
    • ERISA Fidelity Bond Review
    • Plan Fee Review (Record Keeper/TPA/Advisor)
    • Profit Share Review
    • 404c Analysis
  • Quarterly Services
    • Investment Benchmarking
    • Investment Reporting
    • Investment Committee Meeting
  • Semi-Annual Services
    • Group Participant Educational Sessions
    • One on One Participant Meeting On-Site
  • Ongoing Services
    • Participant and Plan Sponsor Point of Contact
    • Fiduciary Process Review
    • Enrollment Meetings

Participant Level Services

  • Asset Allocation Assistance
  • Savings Projections for Retirement
  • Roth vs. Pre-tax Analysis
  • Retirement Asset Options Help
  • Distribution Assistance
  • Education Planning Assistance
  • Comprehensive Investment Plan for Participants 10 years from retirement

Additional Services Available as Needed

  • Record Keeper and Third Party Administrator Searches
  • Assistance with the development of an Investment and Education Policy Statement
  • Investment Manager Meetings/Calls
  • Strategic Topic Educational Seminars
  • Platform Conversions

 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals