Regulations, Education, Governance Support.
GVA Retirement Partners provides education on current and new regulations, fiduciary education, and fee transparency disclosure. We stay up-to-date on all regulatory, legislative, and product enhancements so you don’t have to. Your plan must be constantly monitored to help insure compliance and continued qualification.
Why is it important?
Plan governance is the administrative oversight that helps ensure you’re managing an effective and compliant plan. It’s a framework that can help you make decisions about all aspects of the plan. We help you understand your plan documents and investments, as well as your operations and financial reporting. Some key areas include:
- Quarterly Plan Sponsor and Participant Newsletters, highlighting recent developments and ideas
- Annual compliance review
- Complete administration analysis to find efficiencies in your processes
- DOL/IRS audit preparation and assistance
