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 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