Retirement Solutions
Our retirement plans are uniquely designed as a fringe benefit solution for companies working on projects subject to the Davis-Bacon Act (DBA}, Service Contract Act (SCA), and state prevailing wage laws. Boon is dedicated to providing transparent, effective and professional investment management services to 401(a) and 401(k) plans.
Serving as a single point of contact, Boon delivers the following optional services:
ERISA, investment and compliance reviews
Ongoing performance monitoring
Fund selection
Day to day technical support to both plan sponsors and employees
Facilitate the 5500 filing, and compliance testing and audit support
Subject matter expertise on 401(a) and 401(k) plans
Lead educational enrollment meetings and optional participant level advice
Ensure accurate and timely processing and reconciliation of contributions
Our team employees a three-phase approach to each retirement solution.
Consult: We do an extensive review of compliance, plan design, ERISA issues, and investments. We delve into the needs of each individual company to create a win-win situation for the employer, as well as their employees.
Implement: During our implementation phase our team provides streamlined plan design optimization with options for customized allocation.
Service: Coordinate all ERISA compliance, help with day to day participant issues, serve as co-fiduciary for the investment selection and ongoing monitoring.
From annual plan reviews to technical questions regarding plan documents, mergers and acquisitions, our experts are there every step of the way.
Acquaint yourself with our expert-backed retirement solutions.
