Plan Services

We believe that a retirement plan shouldn’t be a burden to you.  So, our practical approach is...just do everything.  Utilizing web technology and process automation, we provide a turn key operation that will enable you to focus on your core business and avoid the complexities of retirement plans.   Do you know if you are missing out on services you deserve?  At Rogers & Associates, we do all of this for you...and much, much more!           Rogers & Associates Your Plan Rogers Plan Administration     Funding recommendations -- Are you getting the maximum contribution each year? Yes Yes/No Legislative compliance --Are you expected to know all the rules? Are you doing the testing? Yes Yes/No Determining eligibility -- Do you have to determine who’s in the plan or when a person enters? Yes Yes/No All Government reporting -- Do you have to fill out your own forms or provide the answers? Yes Yes/No Timely statements -- Are your statements delivered or available on the web in less than 10 days….and are they accurate? Yes Yes/No   Rogers Consulting     Strategic plan design -- Does your plan really fit your needs, or do you only have a "Plan in a Box"?  Yes Yes/No IRS/DOL issues -- Do you have compliance problems or defects in your plan design or have audit issues you have to handle? Yes Yes/No Plan mergers and spin-offs -- Do you know how these affect your retirement plan? Yes Yes/No   Rogers Investment Management   Fiduciary Liability -- Is your investment advisor a fiduciary with you? Yes Yes/No Enrollment -- Do you have to explain your plan to your employees, help them fill out forms or give them investment advice? Yes Yes/No Education -- Do your employees know how to invest their balances or how valuable their retirement benefit is? Yes Yes/No     If you answered no, or you are not sure how to reply to any question about your current plan, Contact Rogers today!