A Coordinated Process

When you work with JFP, you’ll always have one, single point of contact—one person to whom you can direct all of your questions; one person who will coordinate support for your employees.

Behind your point of contact lies an entire team of skilled people, all of whom share both a fiduciary obligation and a commitment to do what’s right for you and your employees. Your team will cover all aspects of your plan, including:

  • Investment Selection and Monitoring. Jennings Financial Planning and BAM Advisor Services serve as ERISA 3(21) and 3(38) advisors respectively. This takes the liability for investment selection and performance monitoring off of you as the plan sponsor. Institutional investment vehicles that are not widely available on retail 401(k) platforms are offered, including investment options offered by Dimensional Fund Advisors.
  • Participant Support. Enrollment seminars once a year often isn’t enough. That’s why we work with your employees on an ongoing basis and focus on providing the guidance people need to make smarter financial decisions.
  • Plan Design and Compliance. In an environment of escalating regulatory scrutiny, we provide ongoing professional assistance in interpreting, implementing and monitoring current and evolving fee disclosure requirements.
  • Record Keeping and Trust Services. Record keepers and custodians fulfill critical roles in your plan, from handling investment elections to trading and distributions. We partner with independent, fully vetted industry leaders who meet a high bar.

Let’s talk about next steps.