For our second topic in “What is Leading Retirement Solutions Helping Clients With, NOW?” series, we will be focusing on not-for-profit organizations and how we help them. Our team has been praised by several of our not-for-profit organizations for the additional support we provide to them, in keeping their plans in compliance.
In particular, our payroll contribution reminder process (which keeps their plan from committing an IRS violation) provides additional support to team members of our not-for-profits who are often wearing way too many hats. We do everything from actively reaching out to remind a client of a soon to be late payroll contribution to a discrepancy in their files. In other words, we help them from start to finish. We love not-for-profit organizations and they love us. Our clients include many nationally and regionally recognized not-for-profit organizations.