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401(k) Services
As part of Orion’s Employee Benefits services, we can assist you in evaluating and administering the best retirement plan for your organizational goals and human resource objectives. Our comprehensive program analysis reviews all options and potential hazards. We create an ongoing action plan and review to aid clients in meeting their objectives while minimizing liability and expenses.
Orion’s 401K services include:
- Evaluate, implement and monitor the most competitive program available
- Investment options
- Total cost evaluation – hard dollar and soft dollar
- Record-keeping and administration
- Technology- web bases technology
- Employee communication – People and materials
- Government compliance and testing
- Fiduciary Liability support
- Complete Annual Plan Review (1x/year)
- Fund Performance Review (2x/year)
- Investment policy statement
- Investment committee minutes
- Enrollment meetings and education seminars
- Department of Labor – Due Diligence binder
- Executed Investment Policy Statement
- Plan Review
- Fund Performance Review
- Investment Committee Meeting minutes
- Plan Detail Sheet
- 404(c) Notification sheet
- Documentation of enrollments and education
- Plan Design
- Clean up existing plan (when necessary)
- Force distributions on termed participants < $5,000
- Intensive bi-lingual education and enrollment
- 529 College Savings Plans
- Non-qualified deferred compensation plans
- Estate Planning, Business succession and Wealth management
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