The combination of HHRS technology and plan expertise provides a comprehensive solution
for all of your defined contribution plan needs. Our goal is to provide an effective
solution that is specifically designed to help administer your plan and to assist
participants with reaching their retirement goals You can be confident that as a
client of HHRS we will work hard to ensure an outstanding level of service that
is the hallmark of a Hooker & Holcombe Company.
Administration and Consulting Services
We provide complete and comprehensive services designed to keep your plan
running smoothly. Among the services you can expect are:
- Dedicated client service team
- Consulting and support
- Executive level plan design
- Plan documents: Prototype, Custom
- Plan administration and oversight
- Payroll system integration
- Online account access and voice response
- Participant Service Center
- Enrollment, education and communications
- Forms preparation
- Compliance monitoring and testing
- Participant quarterly statements, E statements
Trust and Custody Services
HHRS maintains a relationship with Charles Schwab and Mid-Atlantic Trust
Company to provide a full range of custodial services.
- 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
Plan Transition Services
We work with both private and public sector clients who wish to transition from a
defined benefit pension plan to a defined contribution plan. Our consultants will
meet with each client to fully understand the situation and then develop alternatives,
including a process to ensure a smooth transition to the new plan.
Investment Advisory Services
Our sister company,
Hooker & Holcombe Investment Advisors, Inc. offers a full
range of
professional advisory services to
our clients. The program is designed to:
- Help plan sponsors understand their plan's investments
- Help the plan meet it's goals
- Share fiduciary responsibility
- Help employees prepare for retirement