PLANNING.
Creating a successful 401(k) plan doesn't happen by chance. It requires thoughtful planning with continued refinements, as the market, and your business needs change. NCPI offers plan design & analysis services to help companies minimize costs and improve investment performance.
- Program Analysis
Our unique approach involves a careful review of your existing programs. We'll also assist you in identifying your plan fiduciaries (individuals with discretionary authority or control), review fees paid by the company and participants, and outline goals for your plan. - Plan Design
We work with our customers to build a well-balanced portfolio that meets their company's and participants needs. As an independent advisor, we'll suggest investment strategies and funds that make the most sense, and work with you to incorporate new ideas or opportunities as they arise. Our team will assist you in executing changes and streamlining tasks that can take up valuable employee resources - Ongoing Monitoring
Once your plan changes are implemented, we'll continue to monitor and assess the performance of your investments throughout the year, providing ongoing reporting and recommendations.
If your 401(k) plan needs a fresh perspective, contact NCPI at (866) 500-4404 or email us at retirement@ncpi.com.