With United’s pension services, our team provides creative pension and 401(k) plan designs, vital back-office support to alleviate human resource administrative demands, and superior services for participants. With over 75 years of combined industry experience, we have expertise in all qualified and non-qualified plans.
Prepare Service Provider Analysis including detailed comparison of recordkeeping, trust company, third party administration and investment advisor price and services with competitive alternatives.
- Consult with leadership to determine goals and budget
- Request multiple quotes from a variety of plan administrators
- Analyze, organize, and compare alternatives
- Present superior options to client
- Liaison with owner, human resources, and plan administration to determine best
- construct for plan document and supporting processes
- Train staff of their responsibilities to ensure smooth day to day processing and limit
- employer liability
- Available for year-end consultation regarding tax deductible contribution options
- Available to facilitate timely work products from recordkeepers, third party administration, payroll firms, and accounting professionals