It Starts with You.
Every business we work with is different, which is why our process begins with getting to know you, your company and your needs. Once we have a firm grasp on both your goals and constraints, we leverage a variety of tools to craft a retirement plan that meets your unique objectives.
As your business evolves over time, you can operate with confidence knowing we will be there to help you evaluate and optimize the retirement solution you offer your employees.
So what are the steps?
1. Introductory Meeting
In our first meeting, we take time to learn about you. We'll identify your goals, priorities, preferences, and any pain points costing you time and money.
2. Plan Due Diligence
After our introductory meeting, it’s time for us to do our homework. We’ll conduct a provider benchmark analysis, search for available integrations, analyze your plan design, and evaluate your fiduciary responsibilities and plan governance.
3. Presentation of Findings
With our pre-work done, we get together with you to go over our findings with no strings attached. If you see the value in working with our team, you engage Evergreen and we get to work for you and your employees.
4. Implementation of Changes
Evergreen works as an extension of your team to streamline any agreed-upon changes removing as much of the burden as possible from you and your staff.
5. Ongoing Partnership
As time passes and your business (and the world) changes we are here to help you monitor, evaluate and reassess, so that your retirement plan continues to add value for you and your employees.
Contact us today to see how we can help you and your team.