Service Highlights

Tanker Consulting Group, llc

 

 

Retirement Plan In House

and Outsourced Service Highlights

Plan Types

  • 401(k), 403(b), 457 plans
  • Profit Sharing – Age Weighted, Integrated, New Comparability
  • Non qualified Plans
  • Defined Benefit Plans
  • Start-up Plans Welcome

 

Administration/Recordkeeping Services (Outsourced)

  • Daily Valuation
  • Dedicated Administrator
  • Contribution Calculation & Processing
  • Plan Sponsor Valuation Reports
  • Transaction-Based Participant Statements – View & Print
  • Interactive Web Site
  • 24-Hour VRU
  • Plan Sponsor Web Site
  • Comprehensive Discrimination Testing
  • Signature Ready 5500 Forms and Attachments
  • Plan Auditing (over 100 employees)
  • Participants can print Statements on Demand – View & Print

 

Technical Services

  • Plan Document Design
  • SPDs
  • Year-Round Consulting

 

Investment Platforms, Communication & Education Services

  • Multi-Fund Family Approach
  • Mutual Funds
  • Ability to Add or Change Investment Options
  • Self-Directed Brokerage Window
  • Annual Fiduciary Review and Due Diligence
  • Investment Policy Statement
  • Recurring Onsite Employee Enrollment Kits
  • 800 Number Participant Hotline
  • Initial and Ongoing Employee Investor Education
  • Web-Based Investment Tools – Contribution Calculator, Asset Allocation Module, Link to Morningstar

 

 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck