5 imperatives for plan sponsors

Our “5 Imperatives for Plan Sponsors” summary cuts through the vague industry speak and sales pitches to help you better understand what matters most in an investment plan provider for your organization–and your employees.

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    the five imperatives


    Understand "all the ways" your plan administrator is compensated. Many firms are purposely vague.  

    plan design and monitoring

    Both are needed ongoing to ensure your plan is working best for your employees, and you.

    Verified FIDUCIARY

    Broker Dealers do not have a fiduciary duty to act in their clients' best interest. Only Registered Investment Advisors (RIAs) do.


    Even if you have the best plan in the world, if your employees don't understand that, it's of no value. 



    Ensure your provider is astute in the complexities of the ever-changing laws and  regulations.

    Meet the Expert Nicholas Kroeger

    With 15+ years of experience in all types of group retirement plans, Nicholas’ expertise will help you understand first your current plan’s advantages and disadvantages, and if there’s a plan design that could work harder for you and your participants.

    Previously, Nicholas spent 14 years assisting plan sponsors and financial advisors with their retirement plan clients in the Rocky Mountain Region. He spent extensive time working through the many unique challenges that come with all types of retirement plans for businesses large and small.

    Nicholas and his wife live with their son in the Sloan’s Lake neighborhood in Denver. They are active in the local community, supporting the Delores Project, The Wild Animal Sanctuary, World Vision, Wartburg West and Heifer International. They also enjoy the many outstanding live music venues in the area and spend as much time in the mountains as they can.





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