Plan Illustration – Existing Plans
Please download and complete the following forms (all information will be kept strictly confidential) Employer Questionnaire – Existing Plans Employer Census Form – Existing Plans
July 2009
Plan Illustration – New Plans
Please download and complete the following forms (all information will be kept strictly confidential) Employer Questionnaire – New Plans Employer Census Form – New PlansCensus Instructions – New Plans
Retirement Plan Investment Consulting Services
Participant directed retirement plans, most commonly 401(k) plans and 403(b) plans, have become the overwhelming trend among employers. As the title suggests, under a participant directed plan, eligible employees can choose how to allocate their retirement accounts, among the investments provided under the plan. AIS provides retirement plan consulting services on two levels: Services for the …
Plan Proposals
AIS will prepare a plan proposal at no cost or obligation that includes: Expense-Return Spreadsheet – this spreadsheet provides a breakdown of all fund and investment expenses under the existing plan and compares them side-by-side to the fund-investment expenses of the proposed plan. The summary breaks down all of the costs involved in the current …
Plan Illustrations
Existing Plans The AIS Retirement Plan Services Department will provide retirement plan illustrations that compare the current employer objectives to the existing retirement program, including both design and administration. Our illustrations include: A comparison of the current plan design with recommended or proposed plan design A spreadsheet illustration that demonstrates the current employer contribution allocation and …
