Employee Benefits
___________________________________________________________________________________

Pension And 401(K) Services

Text Box: The word "confidence” is never more important than with the delivery of retirement benefits to your employees..

The word "confidence” is never more important than with the delivery of retirement benefits to your employees. To develop and foster your employees' confidence and trust, employees must feel that the plan is efficiently funded and the assets are well managed and protected.  This means effective employee communication, competitive investment performance, timely and accurate statements, and flexible, convenient transaction capabilities.  How these services are communicated to your employees is what differentiates The Business Store from competitors.

The experienced retirement plan brokers who work with The Business Store have backgrounds in all aspects of qualified retirement plans and come to us from the planning, consulting, administration, and investment side of the industry.  You can depend on us for expertise in all aspects of plan servicing.

PENSION AND 401(K) SERVICES

·      Plan Consulting  - Professional analysis and plan design assistance to match your objectives.

·      Investments  - A broad range of high-performing mutual funds, available for your employees to choose.

·      Record Keeping  - State of the art daily valuation record keeping system; quarterly participant statements, ad-hoc employer reporting available.

·      Voice Response System  - Plan administrator 24 hour automated phone access to participant accounts.  Account balance information; loan modeling and initiation; account transactions; investment literature request and statements are available.

·      Employee Communications  - On site enrollment, enrollment kits; benefit counseling; individual illustrations; employee video and newsletters; Internet home page with fund unit value and performance information; retirement planning software, etc.

·      Compliance Reporting  - Full discrimination testing; Summary Annual Reports, 5500 Forms, auditor's packages, etc.