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Plan Concierge Service
Prosper Retirement strives to mitigate every employer-plan sponsor’s ancillary obligations, by employing a flexible set of solutions designed specifically for plan fiduciaries. Our Plan Concierge Service is designed to reduce the administrative burden for plan fiduciaries, by expertly advising them around the various functions traditionally shouldered by under experienced “in-house” personnel.
Plan Design Consulting
Monitor Eligibility & Deferrals (by Source)
Prepare Pro Forma Contribution Modeling: Safe Harbor Election; Pro Rata Profit Sharing; New Comparability P/S; Age-Weighted P/S