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Retirement Plan Service Model

Argos Financial Group provides each plan a documented service strategy that serves as the roadmap for plan success. Having a documented strategy sets clear expectations, results in a more effective plan and ensures prudent fiduciary oversight. Argos becomes an extension of your organization by delivering proven process that gets results and allows your staff to focus on core business activities.

  • Quarterly or semi-annual plan review meeting (following is the agenda and deliverables for each plan level fiduciary meeting) 
    • Plan investment portfolio and Investment Policy Statement (IPS)
    • Plan level gap analysis
    • Plan design and pension legislation update
    • Employee education strategy

  • Quarterly or semi-annual employee meetings

  • Service provider evaluation