Lenox RPC™ (Retirement Plan Consultancy)


What Keeps You Up At Night?

  • Retirement Plan Fiduciary and Compliance Responsibilities
    • Does my company’s plan comply with all ERISA requirements?
    • Are all the plan documents, including the annual Form 5500, readily available?
    • Am I bonded to the minimum 10% of the amount of funds managed?
    • Does our plan require a CPA audit?
  • Retirement Plan Vendors
    • Do we have an Investment Policy Statement to set plan guidelines?
    • Have we balanced the risk/reward investments appropriately for our employees?
  • Retirement Plan Design and Customization
    • What combination of 401(k), profit sharing, 403(b), 457, defined benefit and non-qualified plan is best for our company?
    • Should we choose a matching or non-elective option?
  • Retirement Plan Education
    • Do we educate employees consistently and comprehensively: in person, online and on paper?
    • Do they know how investment planning should change from the accumulation phase to the pre retiree phase?
  • Retirement Plan Investment Monitoring
    • Do we have access to analytical tools necessary to determine if the provider is as good as he says they are?
    • What’s the best way to monitor the plan’s performance? How often should we scrub the numbers? To what standard to we hold the provider?
  • Retirement Plan Administration
    • Does our plan’s administration minimize burdens on our firm or bog us down in details?
    • If employees have a problem, who do they call first, us or the plan provider?
  • Retirement Plan Consultants
    • If you are concerned about the answers to any of these questions, then you need…
    • The Lenox RPC™ (Retirement Plan Consultancy) Platform
      • Plan Evaluator
      • Retirement Plan Optimizer
      • Fiduciary Guard
      • Due Diligence Manager
      • Retirement Plan Health Monitor


For more information, contact Justin Loonie, Retirement Plan Consultant, at 212-642-4803, or via email at jloonie@lenoxadvisors.com.

Share |

 

*Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC.

Copyright (c) 2011 Lenox Advisors All rights reserved.

CRN201111-128530