Annual Capital Accumulation Plan review which includes the following:
Continual assessment of the plan, taking the following into consideration:
Each Client is assigned a client service representative who acts as the liaison between the client’s human resources department and the group retirement provider. In this capacity, they will assist in the resolution of administrative concerns, and effectively educate both parties on the particular needs of the other.
Provide assistance and guidance to plan administrator with respect to day-to-day issues which may arise.