Providing employers with:
- Provider Analysis and Plan Comparison
- Plan Sponsor Selection Process
- Client Servicing Process
We provide 401(k) and Qualified Plan services to various size organizations, both regionally and nationally.
Key 401(k) and Qualified Plan Services
Meridien provides administrative support and consultation to plan sponsors through a comprehensive best practices service model. These key services include:- Designing a customized Request For Proposal
- Conducting our proprietary analysis to evaluate and benchmark leading plan providers to match employers with optimal plan providers and to develop an overall enhancement strategy
- Reducing overall plan costs and enhancing provider services
- Helping employers establish a Plan and Investment Committee
- Educating the Plan and Investment Committee with respect to products and services
- Conducting Plan and Investment Committee review meetings
- Resolving provider/vendor issues
- Introducing retirement plan trends
- Designing and implementing an annual service schedule
- Helping Plan Sponsors to manage fiduciary liability
Employee Education Services
Meridien will work with the Plan and Investment Committee to understand your employee demographics and set targeted goals. We provide plans with ongoing, comprehensive and customized employee educational services, including:- Creating customized announcement letters
- Group employee enrollment meetings conducted by our licensed professionals
- “One-on-One” employee meetings conducted by our licensed professionals
- Topical employee seminars including “Asset Allocation Seminars”, “Investing in a Down Market” and others conducted by our licensed professionals
- Providing guidance and educational support for employers transitioning from defined benefit pension plans to defined contribution plans
