CONNECT

Address:

Atlanta Financial Center, 3343 Peachtree Rd #1850,
Atlanta, GA 30326
Our Satellite Office in Buckhead

7421 Douglas Blvd, Suite 251
Douglasville, GA 30135

Phone:

770.450.6090

Fax/Other:

1.877.545.3295

Retirement Plan Solutions

Setting a new standard in Effective & Efficient Services for plan sponsors 

PLAN SPONSORS

NCFA constantly strives to deliver effective & efficient services for all types of plans and every aspect of each plan.  Our firm along with the various plan administrators implement best practices that have been fine-tuned by decades of experience and is tailored to address the unique needs of each specific plan sponsor.

We search out plan administrators that have recordkeeping expertise and servicing flexibility, which allows us to distinguish our plan sponsor services from all the other firms, such as:

  • Seamless transitions that are led by a multidisciplinary team of specialists dedicated to ensuring a smooth conversion
  • Exceptional ongoing administration including the assumption of ERISA fiduciary responsibilities for all outsourced services we administer on the sponsor's behalf
  • Integrated technology that ensures that no matter how sponsors, advisors and participants access data — phone, web or print — there's no discrepancy in what information they receive
  • Proactive compliance support designed to get — and keep — your plan in compliance

PARTICIPANTS

PROVIDING YOUR EMPLOYEES WITH FREEDOM OF EASY ENROLLMENT

SIMPLIFY ENROLLMENT

We provide material to educate and enroll your participants

  1. Enrollment kits include: risk tolerance questionnaire, and a summary of plan provisions
  2. Paperless enrollment made simple, convenient, and easy: Online, phone, in person, or sponsor can elect automatic.
  3. We create awareness of your 401(k) plan: Educational payroll notices, Enrollment workshop poster, Educational posters, e-Tips, Educational brochures and flyers.

Companies with a bilingual workforce will be glad to know that many of the enrollment tools are available in both English and Spanish.

PROVIDING YOUR PARTICIPANTS WITH THE POWER TO MANAGE THEIR INVESTMENTS

  • POWER- TO TAKE CONTROL OF YOUR FINANCES
  • CHOICE- OF HOW TO INVEST EFFECTIVELY & EFFICIENTLY
  • FREEDOM- TO BUILD THE RETIREMENT OF YOUR DREAMS

We provide a wealth of resources that give your participants the power to manage their investments. Our plan administrators account management tools help keep retirement strategies on track. Below are a few of the available tools:

Making The Right Decision: Starts with; Recognizing life events, Evaluating their current situation, Calculating their retirement savings goals, Organize their budget, Verify their investment strategy, Execute any necessary changes, Regain control of their retirement

Personalized Employee Impact Statements

Stay on top of investment performance: 24/7 online or phone, Quarterly detailed investment fact sheets on the website and mailed within 7 business days of plan quarter-end, provide clear account summaries and transaction details--helping you to keep your participants informed, and interactive participant website

TOTAL INVESTMENT MANAGEMENT

An entire UNIVERSE of investment options......Setting the Standard in Investment advisory retirement services.

To build your company's retirement plan, you have the option to select from more than 200 investment choices from more than 40 well-known investment management companies.  Our wider array of investment choices is designed to meet your participant's differing investment objectives, time horizons, and risk tolerances.

CHOICES:

FIXED INCOME: Cash Equivalents, Bonds (short-term, intermediate-term, long-term), High Yield, International/Global Bond

EQUITY: Large Cap Value, Large Cap Blend, Large Cap Growth, Mid Cap Value, Mid Cap Blend, Mid Cap Growth, Small Cap Value, Small Cap Blend, Small Cap Growth, Global Equity, International Equity

HYBRID: Balanced, Strategic Allocation Series, Target Maturity Series

SPECIALTY FUNDS

You have the freedom to choose from investment choices that invest in more than 40 well-known investment management companies, including some of the most highly regarded names in the business:

Alger, AllianceBernstein, Allianz Global Investors, American Century, American Funds, Artisan, BlackRock, Calamos, Calvert, Columbia Management, Delafield Fund, Dreyfus, DWS, Eaton-Vance, Evergreen Investment, Federated, Fidelity Investments, First American Funds, Franlin Templeton, Goldman Sachs Asset Management, Invesco, Ivy Funds, Janus, J.P. Morgan Asset Management, Legg Mason, Loomis Sayles, Lord Abbett, MainStay, Manning & Napier, Munder Capital, Neuberger Berman, Oppenheimerfunds, PIMCO, Pioneer Investments, Prudential, RidgeWorth Investments, RiverSource Investments, State Street, Thornburg Investments, TIAA-CREF, TransAmerica, T.RowePrice The Vanguard Wells Fargo Advantage Funds.

When sponsors work with our firm, they are assured of these key advantages:

  • Truly open investment architecture. Access to all publicly available investment options — not limited by proprietary fund restrictions.
  • Complete fee and revenue transparency. As an industry leader in providing full fee and revenue transparency, we offer everything you need to evaluate the true cost of the investments this allows our firm to execute our fiduciary responsibilities.
  • Sound fiduciary process. We work closely with plan sponsors, and plan administrators as we select and monitor investment options based on each plan's Investment Policy Statement. Everything — including the ongoing reporting — is tailored to meet the needs of each plan sponsor and their participants.
  • Fund revenue equalization. Setting a new standard toward a more equitable system of recognizing fees associated with any administrative costs of a retirement plan, ensuring that all participants pay a similar proportion of the general plan administrative fees based on their account balance in each of a plan's core funds.

 

 

 


*The above Investment management companies is a sample and not an exhausted list.  The specific underlying investment management companies within your plan may vary based on your choice of retirement product.  These investment management companies are respentative and may change at any time. 

 

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