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Mann Associates
Retirement Plan Resources
Retirement plan proposal
Precision today.
Possibility tomorrow.
Thoughtful plan design. Attentive administration. A retirement plan that works for your business and the people behind it.
Prepared for
Company Name
Prepared by
Mann Associates, Inc.
Retirement plan services proposal
Deerfield, Illinois
Mann Associates
Retirement Plan Resources
01 / About
The Mann approach
Independent by design.
Attentive by nature.
Good retirement plan work begins with understanding the people and the business the plan is meant to serve. We remain independent of any one plan design, vendor, investment platform, or recordkeeping provider.
01 /
Understand first.
Discuss your business, your people, your objectives, and the practical realities that shape a plan.
02 /
Explore together.
Explain the options and coordinate with your advisors so the decisions fit the wider picture.
03 /
Stay attentive.
Review the design and help keep the plan responsive to changing goals, business conditions, and needs.
People you can talk to
GM
Gary Mann
President & Managing Director
Plan Consulting Services
Plan Consulting Services
Plan design, retirement planning, and a perspective shaped by experience inside the IRS.
MS
Margaret Sawalski
Managing Director
Plan Administration
Plan Administration
Technical depth and close attention to the day-to-day operation of retirement plans.
CM
Courtney Mann
Director
Plan Implementation Services
Plan Implementation Services
Helping the plan, the providers, and the people work together from the start.
Mann Associates
Retirement Plan Resources
02 / Services
The full picture
Every part of
your plan.
Working together.
A retirement plan brings many moving parts together. We help you connect them — from the initial design to the details that need attention each year.
01 /
Start with what matters.
Plan design & consulting
A retirement plan should reflect the business behind it. We explore the possibilities around your goals, your employees, and the way your company works.
- 401(k) and profit sharing plans
- Defined benefit and pension plans
- Nonqualified executive compensation
- Ongoing design review
02 /
Bring the plan to life.
Plan implementation & conversion
From the plan document to the first payroll contribution, the details need to work together. We help coordinate a new plan or the transition of an existing one.
- Plan and trust documentation
- Recordkeeping platform coordination
03 /
Keep the details moving.
Plan administration & compliance
A good plan needs careful attention year after year. We support the testing, reporting, documentation, and participant transactions that keep it operating.
- Annual testing and reporting
- Plan document maintenance
04 /
Help people take the next step.
Enrollment & education
A benefit is more useful when people understand it. We work with your financial advisor to help employees understand the plan and how to participate.
- New plan enrollment
- Recurring entry dates
Built around you. We work closely with you and your outside advisors to explore the options, explain the decisions, and keep the plan aligned as your business evolves.
Mann Associates · Retirement Plan ResourcesServices
Mann Associates
Retirement Plan Resources
03 / Pricing
Fee transparency
Pricing.
Setup & one-time fees
Annual administration fees
5-Year fee projection
| Year | Est. Assets | Gross Fees | RK Credit | Carryover | Net Fee |
|---|
Fee summary
Mann Associates
Retirement Plan Resources
04 / Miscellaneous fees
Fee transparency
Miscellaneous fees.
Participant-level transactions are billed as they occur, at the rates below.
Participant transactions
Participant loan processing
Loan origination, amortization setup and documentation
$100
Hardship distribution review
Eligibility verification and compliance documentation
$150
QDRO review & processing
Qualified Domestic Relations Order review and administration
$500
Fees shown are standard rates and may vary based on plan complexity. All work beyond the scope of the base service agreement is billed at $225/hour unless otherwise noted.
Mann Associates · Retirement Plan ResourcesMiscellaneous fees
Mann Associates
Retirement Plan Resources
Next / A useful place to begin
A new beginning
Thank you.
Mann Associates, Inc.
155 Pfingsten Road, Suite 330
Deerfield, Illinois 60015
Deerfield, Illinois 60015
Your representative
Representative Name
office@mann-associates.com
847-267-9000