Employee Education for Retirement Plan Sponsors

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Pension, Profit Sharing, 401(k) Design and Administration Services, based in New England. 1 (800) 639-2711
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Employee Education & Communication
Employee Appreciation Employers make a significant contribution to the welfare of their employees by offering a qualified retirement plan. To maximize employee appreciation, it is important that they understand the value of this benefit. Baldwin & Clarke Retirement Plan Services is available to hold employee meetings to assist in this endeavor.
401(k) Participation The success of a 401(k) plan depends on employee participation. In most cases, the organization that provides the investment services to the plan provides the employee education regarding plan investments, the benefits of participation, etc. If an employer utilizes a B&CRPS investment platform, a representative of one of The Baldwin & Clarke Companies will assist in this employee education process.
Fiduciary Requirements Retirement plan trustees have a fiduciary obligation to establish and follow written procedures for the selection of plan investments (even in 401(k) plans) and for the ongoing monitoring of those investments. Furthermore, there must be documentation to substantiate that the process is being carried out. The failure to properly exercise these, and other, fiduciary requirements puts a trustee’s personal assets at risk. Baldwin & Clarke Advisory Services, Inc., a registered investment advisor, is available to assist plan sponsors in meeting their fiduciary obligations with respect to plan investments.
We also offer the following educational materials and resources:
◊ Employer benefit statements ◊ Brochures ◊ Individual Access to a financial planner - through Baldwin & Clarke, LLP ◊ Workbooks/worksheets ◊ Seminars ◊ Participant and Sponsor Newsletters ◊ Internet Web Site for Participants ◊ Voice Response Toll-Free Telephone access ◊ Customized Communication Materials ◊ Group and Individual Employee Meetings

1 (800) 639-2711

Copyright © 2002 - 2005
Baldwin & Clarke Retirement Plan Services, Inc.
116 B South River Rd., Bedford, NH 03110 All Rights Reserved.

Revised: May 07, 2009