Plan Management | Sponsor Support | Participant Guidance

Keeping top performers and rewarding performance is essential to maintaining a competitive edge. Benefit offerings are a key component in the compensation mix for an employer, especially in times of growth and fierce competition. Yet, providing a best-in-class contribution plan can be challenging with the complexities of governance, administration and compliance.

Fiduciary Support | Investment Oversight | Compliance Coordination | Plan Administration & Record Keeping Coordination | Participant Education

LifeSteps Financial helps employers take a holistic look at their goals and objectives and determine the plan design that best meets their needs. Once a plan has been determined, LifeSteps Financial provides fiduciary support, investment oversight, participant education, pIan compIiance and record keeping coordination.

Even businesses need peace of mind.

LifeSteps Financial – Employer Services