How We Work Together

 

Each team member does what they do best.

Investment Professional

  • Maintains client relationship
  • Helps determine investment selection criteria
  • Provides participant education
  • Conducts annual plan reviews

Investment Company

  • Has custody of plan assets
  • Maintains recordkeeping
  • Distributes quarterly statements and newsletters
  • Offers Web sites

Paradigm Benefits

  • Provides customized plan design
  • Provides local service and ongoing plan administration
  • Files IRS documents and other compliance services
  • Administers loans and benefit payments
  • Provides help with eligibility and allocations
  • Gives notification of legislative issues and updates