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 specialize in assisting companies with fulfilling their fiduciary responsibilities and protecting them from DOL and IRS audits.  We are involved in every process of the planning, implementation, and ongoing maintenance of our clients' retirement plans.  The result is a more efficient, better performing plan for both the Employer and Participants.

 

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. 

 

We would welcome an opportunity to discuss your plan and offer advice to you. As a leader in the 401(k) and Pension Plan arena, we will strive for excellence and offer you our own mission statement and a superior level of service.

Our Steps to a Successful plan!

 

I.Plan Design

•Safe Harbor

•New Comparability

•Cash Balance Plans

•Non-qualified Deferred Compensation

II.Investment / Fee Analysis

•Set up a manageable and repeatable process

•Annual Investment Review

•Annual Fee Review

III.Compliance

•Review Current Plan Document

•Annual Fiduciary Checklist

•DOL and IRS Updates

•Benchmarking

 

IV.Service

•Technology

•Employee Communication

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

401K & Retirement Planning

our address

Contact Us

2000 Dairy Ashford Ste #360

Houston, TX 77077

information@Hipson.com

  • LinkedIn Social Icon
  • Facebook Social Icon
Follow Us

* 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.