We Promise to...
- Perform quality retirement plan administration and consulting services to the best of our ability
- Treat our clients with the utmost respect and consideration
- Continually train our client service team on pension law and administration issues to ensure that our clients' retirement plans are in compliance with current law
- Notify clients of any issues affecting the qualification of their plan in writing as soon as detected
- Return phone calls within 24 hours of receipt
- Respond to client concerns and problems within 3 days of request
In return, we would like our clients to…..
- Treat us with the same respect and consideration we give them
- Adhere to our instruction regarding plan qualifications accordingly
- Return information requests in a timely fashion
- Recognize the professional services rendered and pay fees promptly