Getting Started
Business owners are often overwhelmed by the number of choices available to them when it comes to selecting a corporate retirement plan. How can you tell which version is right for you and your employees? Our unique service model can not only identify the appropriate plan but develop customized solutions for your business. In addition, we offer employee education services which brings a member of our team onsite to your business to inform your employees, provide enrollment assistance, and even fund distribution guidance.
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G9 allows you to focus on your business and employees and not on the minutiae of a retirement plan. G9 has a process to make sure your plan is compliant and employees understand the value of the benefit that you provide. Our goal is to be an extension of your team to seamlessly be there when you need us and even when you don’t think you do.
Our Services
Plan and Design Implementation
A retirement plan has many components and objectives to meet for the company and the employees. We work with the company and their team to pick and choose the right plan for your business, what features should be selected in the plan, searching for and choosing the vendor that will provide the platform for the plan to implementing those from start to finish.
Onsite Participant Services
Employees are the lifeblood of a company, and a 401k plan is a great benefit for them to save for retirement. We provide onsite services to educate employees about their specific plan, enroll into the plan and understand how to access their benefit. In addition, we help offboard employees who want to move their money out at time of
termination.
Recordkeeper Search and Plan Oversight
A 401k and retirement plan have annual responsibilities to achieve and report on in order to be compliant. A recordkeeper is a service that provides those services. We work alongside our employers to interview and retain the proper recordkeeper for those services. Lastly, G9 meets with the employer each year to review the health of the plan and discuss any changes that need to be made.
Plan options abound
The benefit landscape is changing rapidly. To attract and retain talent, companies must offer retirement benefits to employees that not only benefit the individual but the company as well. Let us show you how striking the right balance can make all the difference.
The service model matters
Simply offering 401(k) benefits is not enough. Employers must proactively get their employees involved to garner value. We believe knowledge is power and providing on-site education and enrollment services are hallmarks of our approach. Let us show how our service model can deliver the response you need.
