A properly functioning retirement plan is an extremely important benefit that should not be left to chance. Too often these vehicles are sold to ill-informed sponsors by emphasizing their "bells & whistles" while glossing over their administrative and fiduciary limitations.

At PENTEK Advisory Group, we evaluate a company's current arrangement to assure:

The plan administration and investments are functioning properly. The fiduciary process is managed efficiently. The plan sponsor is receiving value for fees paid for investments and administration services. The appropriate investment environment considering participant demographics.

After reviewing your Plan, we will make recommendations for improvement or assist to evaluate other providers. Whether we are working to ease the duties of the plan sponsor, provide a full awareness of the cost structure and ERISA obligations or enhance the opportunities for your employees, PENTEK has the knowledge and experience to find the best solutions for your Plan.