Plan Providers

In addition to investment selection and monitoring, Bragg Financial Advisors provides the following services at the Plan Sponsor Level:

• Consult on Plan Design With the passage of the EGTTRA Tax Bill of 2001 and the recent Pension Protection Act of 2006, Plan Sponsors now have a tremendous amount of plan design alternatives to consider. Bragg Financial will assist plan sponsors in identifying goals and objectives and recommending an appropriate plan design to meet them.
• Conduct a Provider Search for Record Keeper and Compliance Administrator Bragg Financial Advisors will conduct a comprehensive Request For Proposal (RFP) search to identify those providers most capable of serving your plan given the plan design, employee demographics, and plan complexity. In addition, we will perform a comparative analysis of selected providers, schedule provider presentations, and negotiate plan pricing alternatives.