CONNECT

Address:

6303 Owensmouth Ave 10th Flr
Woodland Hills, CA 91367

Phone:

818.704.6818 Direct

Fax/Other:

818.936.2979

Retirement Plans

At Angeles Retirement Consulting, LLC, (ARC) we will assist you in creating and maintaining a high-quality retirement plan by providing superior level of plan service and ongoing educational support for your participants.

  • Plan Design Assistance – Help you ensure the plan services the needs of the business, the plan sponsor, and the participants.
    • Assist in preparation and/or review of an Investment Policy Statement.
    • Review new legislative changes and how they impact the plan.
    • Help evaluate quantitative and qualitative aspects of investment line-up through benchmarking of plan investments.
    • Review allocation of plan assets to help plan sponsor evaluate employee investment decisions and mapping of investment options.
    • Implement customized education plan targeting employee needs, including average participation, deferral percentages, and asset allocation.
  • Investment Review Assistance – Help plan sponsor make sure the plan’s investment menu options are appropriate for the plan and participants.
    • Annually benchmark the performance and expenses of the investment options and help coordinate steps to deliver any enhancements.
    • Provide resources that assist with the investment process.
    • Help plan sponsor identify potential alternatives when investments no longer meet Investment Policy Statement terms.
    • Provide analysis on how participants are using the investments in the plan.
  • Employee Communications - Support Human Resources department with ongoing participant education for all eligible employees.
    • Design a communications program and develop an annual communications calendar.
    • Coordinate and deliver group enrollment meetings.
    • Meet with employees individually or as a group to provide direction regarding contribution levels required to pursue retirement goals.
    • Provide individual educational consultations with employees to review deferral percentages, investment allocations, and gap analysis.
    • Help employees evaluate integration of plan assets with other personal assets and financial goals.
  • Plan Committee Support – Conduct vendor benchmarking (as appropriate), and assist in compliance reviews, and facilitate metrics reporting.
    • Act as the liaison between plan sponsor and service providers.
    • Assist in establishing files of important documents in case of an audit (e.g., plan document, Summary Plan Description, committee meeting minutes, Investment Policy Statement, etc.).
    • Prepare and present Annual Plan Review.
    • Review participant activity and key plan success metrics.
    • Periodically review plan design features to ascertain if they are meeting client’s goals as their business needs change.
    • Facilitate requests for proposal process every three to five years toward ensuring services are competitive.