Our experienced professionals know that your main focus is your business, not your retirement plan. That is why we have designed a consultative approach to assist you with plan administrative responsibilities. You will benefit from:
- Complimentary full plan review
- Mitigation of fiduciary risk
- Payroll integration
- Load waived mutual funds across all asset classes and risk levels
Checkpoint HR is a full service broker, providing superior fund selection and monitoring. We work with carefully selected 401(k) platforms and providers such as:
- Great-West
- John Hancock
- Nationwide
- Lincoln Financial
- Expert Plan
As part of the CheckPoint HR offering, you will receive a complimentary full plan review and evaluation of your current 401 (k) strategy, including:
- Investment fund expenses
- Plan document review and compliance testing
- Record keeping administration services
- Scorecard evaluation and recommendation
At CheckPoint HR, our record-keeping administration services were ranked number two in client service satisfaction. We are proud to have an Accredited Investment Fiduciary (AIF) on staff, whose responsibility is to act in a fiduciary capacity and provide unbiased investment advice. Our team of experienced professionals is dedicated to offering the kind of retirement planning experience that motivates and rewards employees while easing your administrative burden.