Retirement Plan Sponsors 401(k) Service ModelRunning a business is challenging. Segura Financial makes it easier.Segura Financial delivers tangible business results to human resource leaders, enabling them to effectively manage their specific workforce needs. We offer services tailor to your individual needs, employees, and organization. It’s never been more important to know your plan. Let our services fuel your strategies.Provide Guidance in Retirement Plan Committee DevelopmentSummary of Committee responsibilities Identify Committee members Review plan terms Assist in guiding investment, vendor, and servicePlan DesignReview/establish objectives for plan Review current design structure vis-à-vis objectives Provide alternative design options, if appropriate Analyze financial impact of design changes on hospitals and employeesInitial And Ongoing Investment ServicesProvide sample Investment Policy Statement Provide quarterly review of current investment options Asset class analysis Performance vs. benchmarks Category rankings Peer review evaluation Fee Benchmarking Provide quarterly reporting, including meeting with the Investment CommitteeCurrent Vendor ReviewDetermine vendor plan/participant expense Assist with Vendor oversightVendor Search/SelectionAssist with vendors selection for the organizations Coordinate presentations with finalists Assist the organization in making final selection Manage the implementation/conversion of the plan(s) to the new platformVendor Oversight and ManagementManage transition and communication/education strategies and schedules Coordinate with incumbent vendor(s) on records and asset transfer Coordinate administrative services transition Review plan amendments Monitor vendor-required revenue vs. fund revenue; report resultsCommunication and EducationEstablish objectives Identify organizational goals Create measurable outcomes Establish written action plan Identify tools Distribution media Vendor resources Annual group and individual educational meetings Review objectives annually and modify accordingNote: We do not act as a plan fiduciary. Our service philosophy is to assist you in assessing, analyzing and addressing the needs of your plan to maximize its value to your organization.