Retirement Plan Services Roadmap

We help employers manage all aspects of their retirement plan.

It starts with understanding the needs and concerns you have with operating your retirement plan. ARK Wealth Advisory Group evaluates the design of your plan, the services you receive, the fiduciary responsibilities/liabilities you have, and the “reasonableness” of fees paid. Our service model is an ongoing process to help ensure that your retirement plan is an effective one.

 

1st Quarter Plan Activities, Plan Needs Assessment, IPS Review, Education Meetings; 2nd Quarter Plan Activities, Semi-Annual Plan Review, Benchmark Plan Fees, Enrollment Meetings; 3rd Quarter Plan Activities, Plan Issue Resolution, Fiduciary Audit File Review, Educations Meetings; 4th Quarter Plan Activities, Annual Plan Review, Investment Lineup Review, Enrollment Meetings