We start out by evaluating your goals for the plan and determine how well your existing plan structure is meeting your needs. We then provide a breakdown of your current plan costs broken down by each service provider. If desired, we can compare your plan to other vendors in the marketplace and provide an apples-to-apples cost comparison so you can quickly analyze your current fee structure and services against proposed vendors based on the services you want.
Once you’ve decided we’re a match, McLean will work with you to determine an implementation plan, clearly communicating the roles and responsibilities of everyone involved. Throughout the whole process, we proactively ensure that your needs are communicated to the service provider’s representatives and that you remain fully informed along the way.
As part of the onboarding process, we work with you to communicate with your employees about the retirement plan. We provide enrollment and education meetings in a variety of formats which include in-person meetings, phone calls, webinars and video conferencing.
Our support doesn’t stop with the enrollment meeting. Ongoing education and guidance, including access to a Certified Financial Planner™ practitioner, is made available to employees via the method of your choosing. You will receive the unbiased and professional guidance necessary to keep you and your employees on track to hitting retirement goals.