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Over the last several years, the role of the Plan Fiduciary and his/her responsibilities to plan participants have drawn the most attention and scrutiny. 

 

We assist companies identify and fulfill their fiduciary responsibilities.  We are involved in the planning, implementation, and ongoing maintenance of our clients' retirement plans. 

 

Consider the following questions about your company’s retirement plan:

 

  • Have your investment choices been reviewed annually by an investment professional?

 

  • Do you have a "manageable and repeatable process" in your annual review of your investments?

 

  • Are your employees knowledgeable with respect to investing?

 

  • Is your plan ERISA 404(c) compliant?

 

  • Do you have a reliable resource to answer questions concerning your 401(k)?

 

  • Do you maintain a written investment policy statement?

 

If you answered “no” to any of these questions, you may need a thorough Plan Review. 

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Our Plan Review Process

 

Plan Design Options

•Safe Harbor

•New Comparability

•Cash Balance Plans

•Non-qualified Deferred Compensation

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Our Due Diligence

•Set up a manageable and repeatable process

•Annual Investment Review

•Annual Fee Review

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Compliance

•Review Current Plan Document

•Annual Fiduciary Checklist

•DOL and IRS Updates

•Benchmarking

 

Service

•Technology

•Employee Communication

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Take a look at some of the technology we provide for our Plan Participants

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Our 401(k)* Process

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Smart Plan 30 Sec

Smart Plan 30 Sec

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Smart Plan 30 Sec

Smart Plan 30 Sec

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our address

Contact Us

2000 Dairy Ashford Ste #360

Houston, TX 77077

Insurance and Financial Services:

information@Hipson.com

Securities and Investments:

mhipson@aicinvest.com

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* Michael E. Hipson offers products and services using the following business names: Hipson Benefits – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Hipson Benefits.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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