A news release said that product offers:
- a pre-approved flexible legal document,
- full compliance testing,
- periodic employee & employer reporting,
- 5500 preparation,
- bilingual voice response and
- live benefit counselors.
The company also offers a fiduciary best practices guide for plan sponsors to navigate regulations, according to the announcement.
Cole Taylor research analysts monitor the universe of money managers, the company said. The firm will create and monitor an investment program, the press release said. For more information, contact Bruce Heniken, manager of Retirement Plan Services at 312-960-5304.