Retirement Plan Services

Whether it’s a 401(k), 403(b), 457, Defined Benefit, Cash Balance, Profit Sharing or a combination thereof, DO IT RIGHT THE FIRST TIME!

Let FIS show you the way…

• We will make sure your plan design offers the maximum tax deduction permitted under the law, and as true fiduciaries, we guide you through the fiduciary process, dramatically reducing liability exposure.
• Low cost investments with NO commissions and NO revenue sharing.
• Our TPA partners work closely with HR and payroll so they are never in the dark.
• We provide semi-annual (or as needed) education for employees, helping them maximize savings and minimize tax exposure.
• User-friendly participant enrollment and management platform providing a better retirement plan experience for all.

YOU’RE BUSY RUNNING YOUR BUSINESS!

Let FIS help take retirement plan administration duties off your plate!

Do you know how much fiduciary liability exposure you have with your current plan?

Does your current plan give you the maximum tax deduction allowed?

Is your current retirement plan based on the outdated “revenue sharing” model or loaded with 12b-1 fees?

When reviewing an existing plan, the following are of the utmost importance:

• Cost– total cost of the plan- what is the breakdown of all the fees?
• Compensation– who is getting paid what? When is the last time you compared your plan to similar ones in your industry?
• Competitiveness– how the fees you are currently paying compare to what’s available
• Services offered– Discover what services are most important to your plan
• Investment Performance– fund line-up and fund expenses matter!