Our Mission Statement
Our mission is to help group retirement plans be the best they can be, wherever they are and regardless of size.
Step One: join (or help establish) a Pension Committee. We have the training and expertise to help your company define roles and responsibilities, train your group (if needed) and help run governance.
Fundamentally important to our mission of creating and sustaining viable pension committee is our absolute autonomy. We occupy a seat at the table, acting as an experienced pension committee member, unencumbered by the concept of impressing other members or selling additional products or services.
Step Two: frequent health-checks, find shortcomings, and work on them.
Step Three: document and archive everything we do.
Fundamental to our role is our complete autonomy. Our only source of income is what we arrange with you and is based solely on our Scope of Services Agreement.
Step One: join (or help establish) a Pension Committee. We have the training and expertise to help your company define roles and responsibilities, train your group (if needed) and help run governance.
Fundamentally important to our mission of creating and sustaining viable pension committee is our absolute autonomy. We occupy a seat at the table, acting as an experienced pension committee member, unencumbered by the concept of impressing other members or selling additional products or services.
Step Two: frequent health-checks, find shortcomings, and work on them.
Step Three: document and archive everything we do.
Fundamental to our role is our complete autonomy. Our only source of income is what we arrange with you and is based solely on our Scope of Services Agreement.
Photo credit: www.amtec.us.com
Our Firm
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"The single greatest lost opportunity in employer-sponsored plans is fee and service negotiation. Conflicted advisors and service providers do not address this. We do."
- Founding Partner, Jonathan Broadbent |
Plan Partners ensures absolute, unbiased integrity to the clients we serve.
From startups to multi-national firms looking to manage ERISA-governance the right way, we provide the tools, training, archiving, and governance to see that Plan Services run smoothly and that all Covered Service Providers are answerable. We are uniquely positioned to address conflicts of interest, because we have none.
Put simply; we occupy a seat at the boardroom table, helping address fiduciary compliance for your plan. We have no vested interest in where the plan is, what investments are offered, or how it's structured, as long as it's prudent to do so.
Equally importantly, we're not selling products or services to the owners or employees - and have no affiliation with any other potential provider. This means that we can objectively work solely in the best interests of the Plan.
If you believe that it’s time to get sales out of the boardroom, call Plan Partners today. Call to arrange your complimentary consultation 440-345-8003 or [email protected].
From startups to multi-national firms looking to manage ERISA-governance the right way, we provide the tools, training, archiving, and governance to see that Plan Services run smoothly and that all Covered Service Providers are answerable. We are uniquely positioned to address conflicts of interest, because we have none.
Put simply; we occupy a seat at the boardroom table, helping address fiduciary compliance for your plan. We have no vested interest in where the plan is, what investments are offered, or how it's structured, as long as it's prudent to do so.
Equally importantly, we're not selling products or services to the owners or employees - and have no affiliation with any other potential provider. This means that we can objectively work solely in the best interests of the Plan.
If you believe that it’s time to get sales out of the boardroom, call Plan Partners today. Call to arrange your complimentary consultation 440-345-8003 or [email protected].
Photo credit: Flickr.com Charlie Day
Our Services
CORE SERVICES OFFERINGS:
- Excess Benefit Plans
- Top-Hat Plans
- 401(k) Mirror Plans (Excess Benefit Plans)
- Benefit Restoration Plans (Excess Benefit Plans)
- Incentive Plans
KEY QUALIFICATIONS:
- Compliance Testing, Reporting, Archiving
- Plan Design Reviews
- Plan and Covered Service Provider Fee Benchmarking
- Fiduciary Coaching
- 3(16) Operational Exams
- 3(21) Co-Fiduciary Services
- 3(38) Discretionary Co-Fiduciary Services
- CSP Fee and Services Negotiations
- Q.D.I.A. Assessments, Governance and Administration
- M&A Activity (buy or sell side support)
- RFP/RFI Management
- Participant Fee Disclosures ("404(a)(5)")
- Plan Fee Disclosure Review/Benchmarking ("408(b)(2)")
- Education/Information Compliance ("404(c) Compliance")
- Qualified Plans
- Non-Qualified Plans:
- Excess Benefit Plans
- Top-Hat Plans
- 401(k) Mirror Plans (Excess Benefit Plans)
- Benefit Restoration Plans (Excess Benefit Plans)
- Supplemental Plans
- Incentive Plans
- Investment Policy Statement ("IPS") Development and Adherence
- Education Policy Statement ("EPS") Development and Adherence
KEY QUALIFICATIONS:
- “Wall Street” pedigree with Main Street integrity and pricing
- Full suite of co-fiduciary services to cover all plan needs
- Conflict-free plan services
- No revenue sharing agreements
- No product offerings
- No commissions
- Platform, product, and provider agnostic
- Integration experience (payroll, legal, accounting, etc.)
Our Qualifications
From Plan Partners' humble origins as www.feebased401k.com and sister site www.feebased403b.com, Plan Partners has grown to become recognized as a leading resource for fiduciary guidance.
Ranging from restatements and Voluntary Self-Correction to everyday issues, Plan Partners has a long history of work with M&A, Banks, Brokerage and Law Firms, Payroll Providers, Insurance and Benefits Providers, Trust Companies, Accounting Firms and Accountants, Recordkeepers, Custodians, many other types of Financial Advisors, and, of course, Plan Sponsors.
Plan Partners’ complete autonomy has made us one of the premier go-to advisory resources for ERISA-governed group retirement plans. We've uncovered and untangled some disastrously egregious errors, omissions, over-charging, conflicts of interest, and outright neglect… and along the way, we've coached some of our "competitors" on how to be better.
Founding Partner and CEO Jonathan Broadbent developed his deep understanding of Sponsored Retirement Plans while employed as Director at a national Third-Party Administrator (TPA). While there, he oversaw Compliance and Audit teams for retirement plan reviews.
Plan Partners employees have extensive experience with Plan Compliance, Plan Customization, & Fiduciary Oversight.
Ranging from restatements and Voluntary Self-Correction to everyday issues, Plan Partners has a long history of work with M&A, Banks, Brokerage and Law Firms, Payroll Providers, Insurance and Benefits Providers, Trust Companies, Accounting Firms and Accountants, Recordkeepers, Custodians, many other types of Financial Advisors, and, of course, Plan Sponsors.
Plan Partners’ complete autonomy has made us one of the premier go-to advisory resources for ERISA-governed group retirement plans. We've uncovered and untangled some disastrously egregious errors, omissions, over-charging, conflicts of interest, and outright neglect… and along the way, we've coached some of our "competitors" on how to be better.
Founding Partner and CEO Jonathan Broadbent developed his deep understanding of Sponsored Retirement Plans while employed as Director at a national Third-Party Administrator (TPA). While there, he oversaw Compliance and Audit teams for retirement plan reviews.
Plan Partners employees have extensive experience with Plan Compliance, Plan Customization, & Fiduciary Oversight.
