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 record keeping
- 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
Quick facts
- With an average of 18 years, Paradigm Benefits has one of the most experienced Administration Teams in the industry hard at work for you
- Expect personalized and prompt service – No time spent on hold, you’ll be connected with one point of contact for all of your questions
- Hands-on assistance when you need it
- Access to the top investment companies and a wide variety of investment plan options
- Custom tailored plan design and implementation to meet your needs now, while anticipating your needs as your business grows
- Competitive fees, backed by unmatched service