Qualified Retirement Plans

Hartman Approach: Qualified Retirement Plan Service

Hartman extends our process-based approach to customer service in areas of qualified retirement plans with particular emphasis on the following areas:

• Platform and TPA flexibility – Hartman maintains relationships with numerous platforms, in an effort to provide our clients with the "best of breed" based upon their specific circumstances. We are not tied into one platform, mutual fund family, Third Party Administrator, or group annuity contract!
• Fee and service benchmarking – Hartman provides various methods of analyzing and benchmarking the services and (hard and soft) fees of alternative providers for qualified retirement plans
• Investment monitoring – Hartman utilizes various tools to benchmark performance and expense of investment options within qualified retirement plans
• Plan design – Hartman works collaboratively with plan sponsors and Third Party Administrator relationships to develop recommendations for plan features. This will often include benchmarking against other employers and/or industry data in areas including vesting schedules, matching contributions, and rates of profit sharing.
• Investment education – in addition to consulting at a plan level, we support employee education of plan features, investment options, and general asset allocation, as well as other financial matters that "fit" into the objectives of the plan sponsor.

Hartman works with a collaborative style, enabling outcomes through a process of needs assessment, plan and vendor evaluation, implementation, and ongoing service.