Business Retirement plans

A Professional Plan Consultant™

Professional Plan Consultants™ (PPCs) are those best prepared to help retirement plan sponsors and carry out plan services. This designation validates Humphrey Thomas has completed extensive coursework and has the specialized knowledge and ability to manage a successful, compliant 401k plan, including:
-ERISA requirements
-Fiduciary roles and responsibilities
-Investment selection and monitoring
-Service provider due diligence
-Participant communications
-Plan administration efficiency and solutions
-Implementing a prudent decision-making process

We’re qualified to help employer-sponsored retirement plans and deliver services, such as:
-Navigating the legal and regulatory landscape
-Creating a process for plan administration
-Helping plan participants and beneficiaries achieve their retirement goals