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| We believe that the key to maintaining your Plan as a
viable long-term savings and retirement vehicle is to build a structure which is solid yet
flexible enough to meet the changing needs of participants. The foundation of this
structure is the Plan's design, upon which timely and accurate record keeping and
administrative services must be developed. The Plan's investment
options are carefully selected to offer participants the ability to diversify their
accounts among different types of investments, with varying risk and return
potential. The top layer of the structure involves not only communicating the
Plan to employees on an ongoing basis but also educating them on investment and
retirement planning issues. If any one of these key elements is missing or weak, the
entire structure will be in jeopardy. |
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Communication - Various communication
tools have been developed to inform and educate Plan participants, such as: a quarterly
investment newsletter, payroll stuffers, performance review reports, documents on demand,
investment solution, advisor profile sheets, slide guides, and participant enrollment
kits. |
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Investment Manager - We offer a broad
array of investment alternatives from a hand-picked group on America's top independent
investment advisors. These advisors are selected because of their consistency of
performance, ability to add value, performance in down markets, and ability to meet out
carefully crafted investment objectives. |
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Plan Design - Our Senior Consultants are
specialists in designing and developing the appropriate Qualified Plan that will meet your
benefit goals and objectives. |
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Administration - This is the area where
your assigned account administrator supervises the day-to-day operations of your Plan
including trust audits, trust accounting, tax preparation services, benefit calculations,
benefit distributions, and IRS and DOL compliance testing to ensure the Plan is maintained
and operated in accordance with all government regulations. |
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Total Integration - Alpha & Omega, Inc. represents the state-of-the-art in turn key, bundled Plan design, investment
managers, and administrative services available anywhere with maximum flexibility in
operation and investment choices. This approach provides a cost-effective and
efficient delivery system unsurpassed in the industry today. |
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| These elements are so important, and yet our collective
experience has demonstrated that one or more of these elements is often times missing from
many Qualified Plans. That is why Alpha & Omega, Inc. and their partners have joined forces, leaving us free to introduce and develop the nation's premier Qualified Plan Services and Investment Programs. |
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Alpha & Omega, Inc. Financial Management
Consultants
8580 La Mesa Blvd, Suite 100
La Mesa, CA 91941
Phone: 800-755-5060 ~ Fax: 619-462-1766
Email: info@Alpha-Omega-Inc.com
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