SAI offers various fee schedules and programs to meet the needs of various business types. We have made the following forms available:
- Defined Benefit/Cash Balance Plans
- Fully Insured Defined Benefit Plans
- Profit Sharing Plans
- 401(k)/403(b) Plans
Once the choice are made to engage SAI, a retainer, Fee Schedule & Administrative Service Authorization is required for each plan requested. Be sure to have the client complete the Designated Contacts section of the Administrative Service Authorization because this determines with whom SAI is able to share plan-related data (e.g., the attorney, accountant and financial advisor).
Once we have received your submission package, we will contact you to discuss the client’s needs and to request any additional information we may require. The entire installation procedure is discussed in more detail in our New Business Guidelines form. If this is your first time submitting a plan to SAI for servicing, it is important that you review this form.
If you have any questions, please feel free to contact us at (607) 771-1180.