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JPR Advisors Delivers All
You can count on JPR Advisors to assist with plan installation, employee enrollment, and ongoing plan maintenance.
JPR Advisors provides you with highly-trained Retirement Professionals that will be your:
Day-to-day contact
Toll free phone service
Daily web account activity
Personal interface with employees, plan committee(s) and other providers
We suggest semi-annual employee meetings. We are available for one-on-one
employee meetings at anytime.
Regulations require annual meetings of the Plan Committee to review the plan and
it's investment policy statement.
We work together with the other plan providers to ensure an efficiently operating
plan and trust.
ERISA compliance support
We provide annual compliance reviews and reports.
We work together with the plan auditors for timely and efficient filing of the
annual report.
Complete all compliance testing, including multiple ADP/ACP Tests, if necessary,
without additional charge
Provide signature ready form 5500 signed as plan administrator.
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