Consulting Services

Voluntary Correction Process Services

Voluntary Correction Process Services. Have somethings a little out of the box? No problem, we can help come up with solutions. At SetAway, we can be hired to complete various ad hoc projects beyond our standard Third Party Administration services. We are here to help you with an array of services that include but are not limited to the
following:

• Plan Corrections, including support with filing through the IRS Voluntary Compliance Program
  (VCP)
• Vendor Search: There are a lot of choices out there and it can be difficult comparing apples to
  apples. We know what questions to ask and understand the lingo to know exactly what you are
  getting.
• Plan Fee Review: As a fiduciary Plan Sponsor, you are required to make sure the fees being
  charged are reasonable. When you are not in the business that can be tough to judge and time
  consuming. We can be objective and independent.
• Education: We offer seminars for both Plan Sponsors and Retirement Plan Advisors on a wide
  range of topics, including options for receiving continuing education credits
• Enrollment Meetings: We offer a wide range of options to help your employees enroll in your
  retirement plan.
• Fiduciary Training: There are many pitfalls to worry about. We can help with teaching you about
  your Fiduciary responsibilities to your plan participants to help protect you. Better yet, we can
  assume most of your Fiduciary responsibilities. Check out our 3(16) Services offered by our
  sister company SetAway Solutions.
• Operational Procedures: We can help document your administrative processes and create a
  Process Manual customized to your company.