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Plan Comparisons
Our plan comparison process is a collaborative one. We
bring experience and knowledge about retirement plan design,
compliance, pricing, administration and communication
from years of study, research and working with many organizations.
Your Company brings experience and knowledge about your
employees, organization and business. Together we will
form a team to determine an overall plan strategy that
meets the organizational goals and supports the business
needs of your Company.
The BWCM team will consist of subject-matter experts providing
in-depth legal and consulting services in the areas of
retirement plan design and administration, and investment
management. The team will coordinate efforts to ensure
that all work is performed in light of your retirement
philosophy and is completed within the given timeframes
and budgets.
Clear, concise and constant communication with our clients
is one of the cornerstones of our consulting. First, we
will work with you to develop the final plan and timeline
including a schedule of regular meetings for updates.
Each step of the project is documented with results distributed
to your company. In addition, we will provide copies and
explanations of our technical work whenever requested.
We think it is key that you understand the plan process
and we are happy to transfer our knowledge to you.
At the onset of our relationship, and with your
help, we will identify:
- Your organizational goals and desires - from the business,
human resources, and benefits perspectives
- The financial/budget goals for your retirement plans
- Any special legal issues that affect your employees
and retirement plans
- The level of consensus building and employee and management
input that will be needed to assure that your goals
are met
- Any barriers or sacred cows that should be taken
into account throughout our work with you.
This information will be used to develop a set of guiding
principles that will steer our work with you. It's often
helpful to send the guiding principles to key management
to assure that the benefits team is on track with their
desires. Once developed, the principles will be one of
the many input items that will allow us to determine the
type(s) of retirement plan(s) that fit your Company's
goals and objectives - now and in the future.
Developing the budget for retirement plan costs can be
a significant driver in the plan selection process. With
our experience in the defined contribution and defined
benefit marketplace, Blue Water Capital Management, L.L.C.
can leverage relationships with product vendors to ensure
that the negotiation process will be completed in an efficient
and expeditious manner. It is our objective to implement
a program for your Company on time and within budget.
For a confidential plan comparison, call us at
(858) 547-1810.
(click here for more information)
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