Plan Administration & Fiduciary
Hutchinson Financial leverages the resources of some of the nation's largest providers of plan trust, trading/custody services and plan administration services to provide plan sponsors with a seamless, one-stop solution to all their retirement plan needs.
PLAN ADMINISTRATION SERVICES
- Plan design and recordkeeping
- Customized plan documentation
- ERISA compliance
- Timely filing of government reports
- Participant access to account information via both telephone and Internet
- Online plan enrollment and investment allocation changes
- Optional e-delivery of quarterly statements
PLAN FIDUCIARY SERVICES
- Professional selection/monitoring of investments
- Investment performance reporting/analysis
- Fiduciary oversight
- 404(c) compliance documentation
- Investment Policy Statement
- Updated information on retirement plan regulations
- Fully disclosed and transparent fee structure
