More About Steelpool Employee Benefits

We help businesses recruit, reward, and retain talent by offering comprehensive retirement plan options and best-in-class service.  Our mission is to provide expert guidance in the following areas:


Compliance and Fiduciary Support

– 3(38) Investment Menu Selection & Monitoring Investment Policy Statement
– Our DOL – Ready processes have our clients “audit ready”
– Regular Benchmarking of Fees and Services
– Regulatory and Compliance Updates – Review of 404© Compliance and Fidelity Bond Sufficiency
– Safe Harbor Guidance

Custom Plan Design Options

401k, 403b, 409a, & 457 Plans
– Cash Balance
– Defined Benefit
– Money Purchase
– Profit Sharing
– Target Benefit


– Annual Plan Investment Review
– Asset Allocation Guidance
– Automatic Enrollment and Escalation Solutions
– Onsite Enrollment Meeting and Participant Support
– Retirement Income Planning

Our scale and experience allow us to leverage our volume and talent for your benefit.  We are most proud of our independence and ability to take your plan to the entire marketplace to find you the best possible solution.  We work for you… Not the product providers, not a payroll company, not a vendor or record keeper.  We. Work. For. You.