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Your
company's retirement plan is a valuable benefit for your employees.
However, there are certain rules that must be followed as outlined
in the "Employee Retirement Income Security Act" (ERISA).
The Stoller Company offers a full range of services to assist you
in your role as fiduciary of your company plan.
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Facilitate
plan fiduciary meetings including reviews of investments with
your investment professional, plan documents and operations.
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Due
diligence file maintained with notes, minutes, agenda, background
information and supporting documentation for plan meetings.
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Develop
and update IPS (Investment Policy Statement) and periodically
review investments against the IPS.
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Plan
review in light of new legislation and IRS/DOL regulations.
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Review
plan documents, including 404(c) provisions, compared to SPD.
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Evaluate
participant communication and education.
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Adherence
to guidelines regarding timely deposits and loans.
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Review
of non-qualifying plan assets (real estate, limited partnerships,
etc.) for compliance
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"The
Stoller Company came in and cleaned up several years of mismanagement
of our 401(k) plan and got us on the right track. Their professionalism
and expertise was a lifesaver. We couldn't have done it without
them."
Judy
K. April 3, 2002
Current Client
"We
have been very satisfied with how The Stoller Company has
handled our needs. Their staff is very responsive and the
reports are timely. I would recommend them to other companies
that need professional expertise."
Jasmine,
November 4, 2000
Current Client
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