Process and Systems
How We Work
One of the things that is different about "B 360" is the 401k service platform we offer our clients. The technology and information available to our clients is robust and it helps provide high quality service. The following are a few benefits of this tool:
- Comparison of investment platforms
- Analysis of multiple fee structures
- Comprehensive review of available services
- Customized portals to keep fiduciary files up-to-date for audits
- Modules to advance fiduciaries’ continuing education
- Quarterly webinars for plan sponsors to stay current on regulations
These educational tools keep our clients in compliance, help create high participation retirement plans with the goal of ultimately generating successful business results.