Retirement Services

Today’s plan sponsors face an incredibly challenging and ever-changing environment. Market volatility and economic uncertainties, combined with liability issues, lack of fee transparency, and complex laws and regulations make it fundamental that your retirement program adheres to strong principles. Our retirement services group provides third party administration (TPA) services, retirement plan consulting, educational resources and guidance for participants and plan sponsors through the PensionEdge® Service Center.

While our retirement solutions are unique to each of our clients, all are focused on sound financial planning, risk management, streamlined operations and effective plan governance. Our consultants make it a priority to stay up-to-date with retirement issues and new legislation to keep clients informed and to ensure compliance.

Over the years, we have built a reputation for integrity and the ability to deliver outstanding professional services. Our client-centric philosophy puts our clients first and enables them to benefit from our team approach to service and high standards.

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Comprehensive Solutions

  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • ESOPs
  • Executive Non-Qualified Plans
  • Administration & Consulting
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Administration & Consulting

Our solution provides innovative ideas to keep your plan running smoothly. Our services include:

  • An experienced participant service center staffed with a dedicated client service team
  • Consulting expertise and support
  • Executive level plan design
  • Prototype and Custom plan documents
  • Plan administration and oversight
  • Payroll system integration
  • Online account access and voice response
  • Enrollment, education and communications support
  • Forms preparation
  • Compliance monitoring and testing
  • Participant quarterly statements, E statements
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Trust & Custody Services

Our relationship with Charles Schwab and Mid Atlantic Trust Company enables us to provide a full range of custodial services, such as:

  • Custody and trust services
  • Holding and safeguarding plan assets
  • State-of-the-art systems technology
  • Thousands of no-load mutual and index fund offerings
  • No requirement to use proprietary funds
  • Trading execution
  • Trust statements
  • Distributions, tax withholding and reporting at direction of HHRS
  • Check issuing services
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Plan Transition Services

Our knowledgeable experts work with private and public sector clients seeking to transition from a defined benefit pension plan to a defined contribution plan. Our consultants take the time to fully understand each client’s situation and then develop alternatives, including a process to ensure a smooth transition to the new plan.

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Investment Advisory Services

Hooker & Holcombe Investment Advisors, Inc. offers a full range of professional advisory services to our clients. The program is designed to:

  • Assist plan sponsors with understanding their plan investments and goals
  • Help the plan meet its objectives
  • Share fiduciary responsibility
  • Help employees prepare for retirement
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Service Team

As a plan sponsor, you will be assigned a dedicated service team who will work with you to oversee the transition of your plan and provide ongoing consulting and compliance work once the transition is complete. Based on the needs of your plan, your team may include:

  • Recordkeeping
  • Account Manager
  • Consultants
  • Analysts
  • Transition Specialist
  • Administrators
  • Service Team Representatives
  • Investment Advisory Services
  • Chief Investment Officer
  • Investment Analysts
  • Compliance Officer
  • Communications and Education
  • Marketing and Communications Director
  • Education Specialists
  • Marketing Associates

Hooker & Holcombe does not provide legal services.