Retirement plans establish a savings partnership between employer and employee, enabling them to work together toward their mutual financial security. This investment opportunity helps employers attract and retain employees, and is often used as an additional tool for recruiting.

The key to a successful plan is accurate, smooth record keeping, investment and administration. EBAC’s cost-effective, turnkey system maximizes benefits to bother employer and employee with the highest level of integration in providing the following services:

• Create a plan document that is set up to handle the demands specific to your industry
• Market the Investment Plan on an as-needed basis
• Create an Investment Policy statement that matches the company’s investment philosophy
• Provide ongoing monitoring of the investment choices
• Provide complete enrollment services on an ongoing basis
• Assist with the filing of the IRS Favorable, Determination Letter
• Provide Web-enabled services to all plan participants
• Online Enrollment services / Call Center services
• Qualified IRS / DOL Reporting (Form 5500)
• Consultative services