Plan & Employer Services
How We Work with You to Build the Best Service Model
Our Encore 401k, LLC proprietary services are combined with the products & services of our partners. We operate like a General Contractor who “slings a hammer.” We are ultimately accountable for ALL aspects of the Plan.
Encore was built to eliminate conflicts of interest & maintain complete objectivity. One of our roles at Encore is to match you with the right service partners. We expect a lot from our partners, but there are 3 primary objectives we look for to accomplish this for you:
- Simplify the administration of your plan & make it easy to operate
- Leverage the latest & most effective industry leading tools & resources.
- Top service support for quick & respectful responses to service needs.
Some of the specific services we provide the plan sponsor & plan:*
- We host an ongoing video education series covering current relevant topics for both plan sponsors & participants. The Plan Sponsor Series is called News You Can Use. Intended audience are plan decision-makers & fiduciaries.
- Plan Administrator Training
- Your Custom Annual Service Plan
- Service Partner Contact Sheet
- Plan Health Report or Scorecard
- Plan Services & Fee Benchmarking
- Maximize Leveraging your Product Vendor
- Sponsor Newsletter - relevant “News You Can Use” worth sharing.
- Decision Maker Survey
- Retirement Plan Forums – “Thought Leadership” & valuable content. Conducted in your region
- Client Appreciation Event – purely for fun and client appreciation in an informal & fun setting.
* Encore is happy to provide a copy of the Employer Services Agreement for additional details on these services. Please contact us for details.
Financial Stress is real for Employers and Employees!
"87% of employees say they are going through some sort of financial stress." (Source - Broadcast Retirement Network - January 28th, 2023.)
STRATEGY
Have you considered a local TPA, who knows you & your firm, while still providing the benefits of a “Bundled” solution ?
There are benefits of a local TPA, while still providing a “Bundled” solution. Give your 401k Repairman at Encore a call to help you pursue this strategy.
Our Evaluation Services