Defined Contribution Services

The Cottonwood Group provides a broad array of defined contribution services for companies large and small – from design and implementation to administration. Our approach is unique to each client. No two plans are alike, because no two companies are alike.

Keeping nest eggs safe and sheltered

PLAN DESIGN
We can help design your plan, then follow with document drafting support, implementation strategy and add employee communication oversight.

VENDOR SELECTION
We evaluate recordkeeping services, investment offerings and fee levels to help you choose just the right fit.

INVESTMENT REVIEW
We can help you select the plan’s investment options and establish the criteria for evaluating and monitoring their performance. We also meet routinely with the plan’s fiduciaries to provide ongoing education and guidance.

PLAN OVERSIGHT
The Cottonwood Group can act as a resource in aligning your plan’s advisors – from record keeper to auditor, attorney and trustee.

RECORDKEEPING & ADMINISTRATION
We provide balance-forward record keeping along with comprehensive plan administration and consulting. We prepare custom statements and assist in every aspect of management reporting and plan compliance.