EIP is structured as a bundled service provider to provide a more streamlined experience for our clients. We pride ourselves on customer satisfaction, offering all services necessary to establish and maintain employer-sponsored plans.
On a fiduciary level, trustees are provided detailed plan performance and allocation reports to monitor investment performance. Our customized investment review utilizes a prudent and systematic process to produce a simplified evaluation that helps trustees meet their fiduciary responsibilities.
Open-Architecture Investment Platform
Through our investment evaluation program, we are able to bring your employees a diversified menu with no proprietary requirements. This enables employers to offer investment choices from a vastly larger universe of alternatives compared to other trading systems. Open-architecture brings a level of independence to the investment selection process ensuring that investments offered in the plan are diverse and cost-efficient for participants.
Plan design & legal services
Reporting & notification
The program allows participants to:
Easily research investments
Simplify trade execution
Open-architecture trading system:
Investments across multiple fund families
No proprietary offerings or requirements
No trade execution sales charges or transaction fees
EIP has partnered with leading-edge, multi-billion dollar companies to leverage our platform for the exclusive purpose of creating a world-class solution to retirement plan investment and administration. Bringing together this collective power and expertise, we have achieved an unsurpassed level of service and commitment to our clients.
Managed Account Services
For participants who feel uncomfortable managing their own retirement plan investments, we offer advisory services that provide a streamlined process for managing the accounts on their behalf. This option offers professionally managed portfolios for participants’ retirement plan accounts, with both fund recommendations and trade execution. Participants may complete a questionnaire or use an age-based approach to select a model that best fits their investment objectives.
Ongoing Support & Assistance
EIP is a local business with over 25 years of experience in the industry. Our goal is to provide exceptional service to our clients at every level of need. Whether a plan trustee wants to discuss updating their plan offerings or an employee needs guidance on enrolling, we are here to answer those questions. We take pride in having direct contact with our clients, visiting their business locations to discuss the retirement plan and educate employees, and providing a level of service that exceeds expectations.