Sample Sales Proposal Booklet-Howard Capital Management

Our Service Promise

Improve your plan’s average age adjustment score by 10% each year 1 .

Focusing on Retirement Readiness

Enrollment and Education Participating in a retirement plan can be daunting. Our education team makes enrolling easy by conducting customized meetings–in groups or one-on-one–that challenge, encourage, and educate employees about their 401(k) participation. We developed a series of educational materials for participants that effectively educate and offer assistance to our participants in understanding their retirement health.

Dedicated Administration Team A team of professionals–a relationship manager, data specialist, and compliance team–are assigned to your retirement plan to give you the extra attention you deserve.

Ongoing Support We are committed to offering you support from transition to daily plan maintenance. Our staff is available to answer your questions, discuss your plan options, assist participants, and more via in-person, email, or toll free.

1 Will be market adjusted