Michael Aschberger provides an array of services. His service philosophy is to assist you in assessing; analyzing and addressing the specific needs of your corporate retirement plan to maximize its value to your organization.
Our services are available in both a fee-for-service format and a total retirement plan service format.
We can assist in coordinating all aspects of your new retirement plan’s conversion and installation. We continue to help you maximize the effectiveness of your retirement plan on an ongoing basis. We monitor your satisfaction with the plan regularly and adjust as necessary.
We focus on the critical areas of investments, fiduciary responsibilities and employee education.
ASSISTANCE WITH PLAN GOVERNANCE AND COMMITTEE EDUCATION
ASSISTANCE WITH SERVICE PROVIDER SELECTION/REVIEW
INVESTMENT EDUCATION FOR PLAN FIDUCIARIES
EMPLOYEE EDUCATION & COMMUNICATION