sdp Retirement Specialists can handle all of your retirement plan needs cost effectively, from recordkeeping to administration support. Whether you are an individually owned business, a small business or a large business owner, sdp can help you reduce a large percentage of staff hours spent on plan administration when you use our retirement solution.
We’re committed to excellent service
Our experienced professionals know that your main focus is your business, not your retirement plan. That is why we have designed a consultative approach to assist you with plan administrative responsibilities.
You will benefit from:
- Load waived mutual funds across all asset classes and risk levels.
- Morningstar® research assistance.
- Easy plan setup.
- Enrollment assistance.
- Plan document services.
- Comprehensive compliance testing and government reporting.
- Complete trustee services.
- 24/7 access to plan information and customized reports.
- Reduced administration fees.
Experience makes the difference
, our recordkeeping administration services were ranked number one in client service satisfaction (according to PLAN SPONSOR Magazine, July 2007 issue). Our team of experienced professionals is dedicated to offering the kind of retirement planning experience that motivates and rewards employees while easing your administration burden.