Retirement Plan Solutions
Abundance Retirement Plan Solutions
Working in partnership with Third Party Administrators, CPA’s, and ERISA Attorneys, Abundance can provide you with the appropriate resources to assist in meeting your fiduciary responsibility.
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AWC works with the Trustees during the TPA selection or will assist in determining if the current TPA can be utilized. AWC then works with TPAs to establish the plan.
AWC can help educate Trustees on their fiduciary duties and how those duties can be fulfilled. AWC can perform a comprehensive and thorough review of a company’s existing plan and fiduciary duties.
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AWC offers a Pooled Retirement Plan Option managed by AWC. The Plan is managed in accordance with the Abundance Strategic Allocation Portfolio which has a target of 55% to 65% equity and 35% to 45% fixed income. The strategy uses a top down approach to selecting the underlying investments to create a diversified portfolio.
AWC offers a Participant Directed Retirement Plan with all investment selection due diligence performed by AWC. AWC will work with the TPAs on plan set up and maintenance. AWC will also help educate employees on investment selection and the Plan’s policies.
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If the current Retirement Plan Trustees no longer wish to assume the roles and duties of Trustee, AWC will assist in the selection of a Corporate Trustee. The Corporate Trustee will assume all Trustee duties for the plan.
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