Retirement Plan Administration from the John M. Glover Agency

Your employees want to know that they will be secure when it’s time for them to retire. As each company is different and has its own set of challenges, we know that many plans need to be tailored to meet your business’s exact needs according to the needs and budgets of your employees. 

Retirement plan administration services may include:

• Daily valuation
• Quarterly statements
• Participant e-statements
• Electronic data transmission
• Multiple payroll feeds
• Integrated payroll processing
• Full compliance testing and consulting
• Loan modeling and administration
• 24-hour voice response system with option to speak with retirement plan representative
• Interactive web-based transactions
• Plan design consulting
• Plan document and SPD preparation for counsel review

We look forward to helping you shape your retirement plan. Contact us today to help get your employees on the path to a better future!