Businesses
Services That Benefit Plan Sponsors and Participants
Mid-Atlantic Planning Services specializes in qualified corporate retirement plans for businesses and financial planning for plan sponsors and participants.
Corporate Retirement Plans
As your plan consultant, we'll design a corporate retirement plan that addresses your specific needs, carefully select and monitor investments, choose the appropriate vendor(s) for your company, and articulate the value of the plan with your employees. We are both vendor and investment neutral, which helps ensure transparency as we work on your plan.
We are also members of the LPL Financial Retirement Plan Consulting Group. This enables us to serve as ERISA 3(21) fiduciary advisors on your plan while we seek to improve retirement readiness for your employees and enhance the plan’s overall effectiveness.
Our services include the following:
Plan Efficiency
- Vendor benchmarking
- Contract review
- Pricing negotiations and fee benchmarking
- Plan design analysis
Fiduciary Review
- Fiduciary checklist
- Fund benchmarking
- 404(c) guidance
- Fee disclosure support
Investment Strategy
- Investment analysis scorecard system for investment benchmarking
- Investment policy statement assistance and review
- Performance reporting
Participant Education
- Interactive enrollment meetings
- Educational workshops
- One-on-one participant support
