Automatic Enrollment

Automatic enrollment and increase is a costly proposition for plan sponsors considering increased matching contributions, administrative fees, and employee communications. Because of this they may opt to pass on this feature. The Retirement Analyst can both increase participation and contributions and improve asset allocation all while helping your clients do a better job of meeting their fiduciary obligations. We say better because we will enable their participants to make the correct contribution to the correct investment and track their progress to their goal over time.

Now TPAs can differentiate themselves in the marketplace by offering unique, value- added services from The Retirement Analyst.
444 W. Ocean Blvd., Suite 800
PMB 116
Long Beach, CA 90802

Office: (562) 987-2255
Fax: (562) 987-2257
bcorrin@retirementanalyst.com