Investment performance is only the first step.At Morehead Plan Investments we consider all aspects from plan design features to participant engagement to give you comprehensive pension consulting
30 years of owning and running a TPA has given us the knowledge to advise on thoughtful plan provisions, paying attention to important details.
We sign on as a fiduciary to all plans and strive for 404(c) compliance, helping to mitigate your liability as a plan sponsor.
From customized one on one enrollment meetings to periodic participant education meetings, our ongoing plan servicing is focused on the participant experience.
We work to lower your ultimate plan cost by using thoughtful plan design features and investment lineup, increasing participant engagement and ultimately plan assets, and benchmarking to ensure competitive pricing.
From creating a new start up plan, to facilitating the transition of switching record-keeper, or even combining plans after a merger or acquisition; we have seen it all and can provide the guidance you need.