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The retirement plan services division focus includes plan design, administrative expertise and employee communications.  Our consultants can advise on compliance issues and complete design analysis.

Miles & Associates’ Value Added Services Include:

Industry Expertise
Our professional qualifications set us apart from the competition. Among our staff are American Society of Pension Professionals & Actuaries’ Certified Pension Consultants, Qualified Pension Administrators, and Qualified 401(k) Administrators who have spent decades navigating the procedures and regulations of a highly complex industry.

Flexibility
We offer proven standardized processes and services that can be customized to your company’s specific needs. The choice of investment platforms is flexible, and should you ever decide to make changes to these platforms, your administrative functions will remain intact without disrupting your plan.

Leading-Edge Technology
Our Systems & Technology department utilizes state-of-the-art systems to keep pace with advances in data management and processing methods, continually interacting with both clients and investment facilities.

Daily Valuation
In today’s fast-paced, need-to-know financial climate, we have the ability to support a wide range of investment platforms that provide daily valuation of participant accounts.

Communication
No retirement plan can work if employees don’t understand it. We offer customized education and communications programs to help participants realize the full value of their plan.

 
6331 Carmel Rd
Charlotte, NC 28226-8246
704.544.1750
877.544.1750

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