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Proposal

Our proposal process is driven by three goals. We want to improve the level of service, the performance of the plan, and the expenses associated with the plan.

To achieve those goals, our team may propose that we assume an existing plan without changing the platform or provider.  For others, we may suggest that both performance and/or expenses could be improved by converting the plan.

Regardless of your company’s current plan, our team is eager to study the current level of service, performance and expense via in depth analysis, vendor benchmarking and search, and make recommendations to improve them all.  We encourage you to allow SIMA to take a closer look, remembering that our three-fold goals are focused on your experience, and your success.

SIMA Retirement Solutions