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Plan to Prosper
Crafting Retirement benefit Packages for Business
Your 401(k) plan is one of the most important employee benefits a company can offer.
Channel Islands Group offers comprehensive consulting services, investment expertise and extensive experience with retirement plans enable us to support and implement your objectives.
We'll work with you to craft a clear, flexible plan that meets employees' retirement savings objectives and is simple and efficient for you.
Our plans encourage participation and inspire people to make good choices for a comfortable retirement.
We provide guidance on the right amount to set aside from salary and investment options to meet every employee's needs in an easy to use presentation.
- Investment Monitoring
- Fiduciary Compliance
- Preparation of Investment Policy Statement (IPS)
- Provide Analysis Meetings
- Offer to Act as 3(38) Co- Fiduciary.Fee Transparency & Benchmarking
- Evaluating and Selecting Service Providers
- Optimizing Plan Design
- Transition Services
- Education Services