CAROLINA CORPORATE PLANS, LLC

Charleston Office

843.209.9230

SERVICES

Qualified Retirement Plan Consulting Services for Employers

Employee education and investment advice services

Plan Design:

• Structure the plan to meet the needs of the workforce as one size does not fit all
• Provide multiple options for the participant with regard to investments, ability to do it themselves, assistance with the decision or have it done for them.

Employee Enrollment:  

• Conducting group meetings to encourage participation and help employees choose appropriate deferral rates

Investment Education:

• Providing a broad range of targeted online and/or printed investment education materials

Investment Advice:

• One on One participant meetings to provide specific investment recommendations
• Offering participants access to online retirement planning tools