How We Work With You & Your Business’ 401(k) Plan

The core principles of Bluegrass Investment Company are demonstrated at each stage of our process for working with Kentucky business owners on their 401(k) plans:

Plan Comparison

A plan comparison provides an apples-to-apples comparison of your 401(k) plan versus those offered by businesses similar to yours in terms of geographic area, industry, business size, and plan setup.

The purpose is to provide an unbiased view of the strengths and weaknesses of your company’s 401(k) plan. It will help your business answer questions such as:

  • Are there other options we should be offering?
  • Are my employees happy?
  • What should I be looking at in my plan?
  • Is there a better option available to me?

We offer the plan comparison to businesses in Kentucky at no cost and with no obligation for you to partner with us.

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Listening & Review

Our team meets with you – by video, phone, or in-person, depending on your preference and timeline.

The purpose of this conversation is to review the results of the plan comparison and gain a shared understanding of the needs, priorities, and aspirations you have for your company’s 401(k) plan. We’ll ask clarifying questions to ensure we are clear about your current retirement plan, as well as your company’s specific needs and goals.

The information exchanged will also help both you and our team confirm whether continuing to build a partnership is good fit.

Action

Once we have jointly reviewed the pros and cons of different retirement plan options, you make the final decision. If any of the options are compelling enough to move forward, our team will take action and begin the implementation process for your new 401(k) plan.

You’ll experience our team’s expertise and commitment to service as we work alongside you to make this phase as smooth as possible.

Relationship

This final stage is an ongoing one, as our team strives to consistently demonstrate our value, integrity, and trustworthiness to you year after year.

Our team will continuously monitor your plan and proactively reach out to share updates, perspective on the markets, and suggestions for adjusting your plan if your company’s situation changes. We’ll also make ourselves available for presentations and updates about your company’s 401(k) plan tor your employees.

We will work with you to determine your preferred frequency for formal reviews.

Most importantly, you’ll have a standing invitation to reach out to our team anytime you have a question, want to discuss what’s happening in the markets, or need guidance navigating the maze of important retirement plan decisions that must be made during major business changes.

Request a Proposal

We offer complimentary 401(k) plan comparisons to businesses in Kentucky at no cost and with no obligation for you to partner with us

Start a plan comparison