Our Services
At Hamilton Cavanaugh, we provide expert assistance in the following areas:
Core Plan Services
- Design and Implementation of Employer-Sponsored Retirement Plans
- Design and Implementation of Executive Compensation Plans
- Record Keeper Search/Selection - RFP/RFI
- Customized Marketing and Communications
- Co-Fiduciary and Fund Monitoring Services Available through our Affialite, Aspire Advisors, LLC
Administrative & Compliance Support
- Support 408(b)(2) and 404(a)(5) Fee Disclosure Compliance
- Facilitate Compliance with Plan Testing Requirements
- Provide Technical and Regulatory Updates to Plan Sponsors
- Act as Liason with Recordkeeper
Participant Services
- Provide Employee Retirement and Investment Education
- Customized Employee Plan Materials
- Group Enrollment Meetings
- Participation in Employee Orientation Programs
- Individual Employee Meetings and Support