Hire Virtual Assistants for
Retirement Benefits Consultants.
Offload time-intensive census data cleansing, Form 5500 schedule prep, fiduciary review binder assembly, and fee benchmarking. Get pre-vetted retirement plan specialists managed by a dedicated Project Manager at $0 additional charge. Starting at just $6/hour.
Dedicated Project Manager
Free Tier $0"I enforce census validation rules, cross-check 5500 attachments, monitor notice deadlines, and deliver QA-verified plan files."
Trusted by Retirement Plan Advisors & Third-Party Administrators
See how independent ERISA consultants, RIA retirement arms, and plan sponsors scale client capacity without taking on management drag.
"During Q4 Safe Harbor notice distribution and Q1 NDT testing prep, our firm used to drown in payroll census errors. SageDoer's VA cleaned 45 client censuses in FTwilliam in under three weeks. The dedicated PM handled all status updates flawlessly."
"We assemble over 80 quarterly fiduciary review binders across Fidelity, Empower, and Principal recordkeepers. Our SageDoer VA pulls the Fi360 scores and fee disclosure schedules automatically. At $6/hour, it freed up my consultants to prospect new corporate plans."
"The single point of contact is the killer feature. When we hired freelancers directly, they didn't understand the difference between 401(k) eligibility hours and compensation definitions. SageDoer's PM manages the workflow and verifies task output before it reaches my desk."
"Form 5500 schedule assembly and participant enrollment kit fulfillment used to take 25 hours a week of senior staff time. Offloading that routine administrative heavy-lifting saved our boutique consulting firm over $48,000 in our first year alone."
"During Q4 Safe Harbor notice distribution and Q1 NDT testing prep, our firm used to drown in payroll census errors. SageDoer's VA cleaned 45 client censuses in FTwilliam in under three weeks. The dedicated PM handled all status updates flawlessly."
"We assemble over 80 quarterly fiduciary review binders across Fidelity, Empower, and Principal recordkeepers. Our SageDoer VA pulls the Fi360 scores and fee disclosure schedules automatically. At $6/hour, it freed up my consultants to prospect new corporate plans."
"The single point of contact is the killer feature. When we hired freelancers directly, they didn't understand the difference between 401(k) eligibility hours and compensation definitions. SageDoer's PM manages the workflow and verifies task output before it reaches my desk."
"Form 5500 schedule assembly and participant enrollment kit fulfillment used to take 25 hours a week of senior staff time. Offloading that routine administrative heavy-lifting saved our boutique consulting firm over $48,000 in our first year alone."
Exact Retirement Operations Handled Daily
From annual census scrubdowns to participant distribution tracking, our trained assistants execute the tedious, compliance-critical operational tasks so you can focus on plan design and fiduciary consulting.
Census Scrubbing & Eligibility
Spotless employee payroll census prep for accurate testing.
- Data Cleansing: Validating DOB, DOH, DOT, SSN, and hours worked across payroll exports.
- Eligibility Tracking: Calculating dual entry dates and statutory exclusion flags.
- HCE/Key Employee Tagging: Preparing ownership and 5% owner compensation lists.
- TPA Software Import: Formatting data into FTwilliam, Relius, or ASC-ready templates.
Fiduciary Meeting Binders
Impeccable quarterly 3(21) and 3(38) committee review books.
- Fund Scorecard Extraction: Generating Fi360, RPAG, or Morningstar investment scorecards.
- IPS Watchlist Tracking: Flagging underperforming funds per Investment Policy Statement criteria.
- Meeting Minutes Prep: Formatting fiduciary committee agendas, notes, and resolution exhibits.
- Digital Binder Assembly: PDF indexing, watermarking, and secure client portal uploads.
Form 5500 & Compliance Staging
Eliminate the crunch during annual IRS and DOL reporting.
- Schedule Compilation: Gathering Schedule A insurance fees, Schedule C service provider disclosures.
- Participant Counts: Cross-checking active/eligible counts for 100-participant audit thresholds.
- Extension Tracking: Preparing and monitoring Form 5558 deadline extensions.
- SAR Distribution Logs: Preparing Summary Annual Reports and maintaining delivery timestamps.
Mandatory Notice Logistics
Flawless execution of Dec 1st and annual disclosure windows.
- Safe Harbor Notices: Merging plan specs and managing mail/electronic notification lists.
- QDIA & Auto-Enrollment: Ensuring Qualified Default Investment Alternative notice staging.
- 404(a)(5) Fee Disclosures: Packaging participant fee disclosures from recordkeeper feeds.
- Audit Trail Maintenance: Logging dispatch receipts to satisfy ERISA electronic delivery rules.
Fee Benchmarking & RFPs
Win more corporate clients with high-impact vendor analysis.
- PlanFees & RPAG Reports: Inputting plan assets, participant counts, and current expense ratios.
- RFP Proposal Staging: Requesting and formatting proposal bids from recordkeepers (Empower, Fidelity, etc.).
- Side-by-Side Fee Grids: Building client-ready fee comparison models (basis points vs. per-head charges).
- Revenue Sharing Tally: Tracking sub-TA, 12b-1 fees, and ERISA fee recapture accounts.
Participant & Plan Servicing
Prompt, professional coordination for plan sponsor HR teams.
- Distribution Tracking: Staging paperwork for rollovers, terminations, and required minimum distributions (RMDs).
- Loan Policy Verification: Cross-referencing loan balance limits against recordkeeper portals.
- Enrollment Packet Distribution: Personalizing customized 401(k) / 403(b) slide decks and intake forms.
- CRM Hygiene: Logging plan sponsor communications in Salesforce FSC, Wealthbox, or Redtail.
Retirement Industry Platforms Our VAs Navigate
No training curve on standard tools. Our virtual assistants are already fluent in core recordkeeping portals, fiduciary analytics suites, and ERISA compliance software.
Traditional Freelance Portals vs. SageDoer
Retirement consulting requires extreme data precision and strict confidentiality. Here is why unmonitored freelance boards are a liability for ERISA professionals.
| Key Evaluation Criteria | Traditional Freelance Platforms | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, currency exchange fees, bidding charges, and monthly membership costs. |
0% Hidden Fees. Pay strictly for hours of actual work.
|
| Daily Team Management | You must personally supervise, chase deadlines, explain 401(k) terminology, and check spreadsheets. |
Dedicated Project Manager acts as your single point of contact ($0 cost).
|
| Quality Assurance & PII Care | Hit-or-miss talent with unverified credentials, unpredictable output, and high security exposure risk. |
Internally vetted, trained in census validation, backed by mutual NDA.
|
| Hiring & Deployment Speed | Weeks wasted interviewing candidates, grading test files, and dealing with ghosting. |
Instant delegation. We immediately assign the right specialist to your requirements.
|
| Billing & Invoicing | Messy multiple freelancer time logs, unpredictable currency disputes, and surprise invoices. |
Simple, unified, centralised USD invoicing with clear task-stamped work logs.
|
| Staff Turnover & Sick Leave | Freelancer suddenly disappears right before the Form 5500 filing deadline? You start over from scratch. |
Seamless internal replacements with zero workflow disruption or retraining lag.
|
How SageDoer Works in 4 Simple Phases
From your initial consultation to automated daily plan support—no complex onboarding hurdles or software setup.
Submit Requirements
Share your specific plan consulting needs with us to get started. Choose your preferred channel to reach out:
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of the operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Simple, All-Inclusive Pricing
No contracts, no setup fees, and zero platform tax. A dedicated Project Manager oversees operations at no extra charge.
Flexible Support
Ideal for boutique consultants managing periodic quarterly reviews and census seasons.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision ($0 extra)
- Zero setup or onboarding fees
- No monthly membership charges
- Consolidated task & hour reports
Cancel anytime • Zero long-term lock-in
Dedicated Powerhouse
Complete operational immersion for scaling TPA practices and active corporate 401(k) advisors.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision ($0 overhead)
- Zero setup or onboarding fees
- No monthly membership charges
- Seamless internal backup coverage (Zero downtime)
Guaranteed $6/hour locked-in rate
Average Annual In-House Cost: $75,000+ USD
With SageDoer Full-Time ($960/mo or $11,520/yr), you save roughly $63,480/year while eliminating health benefits, payroll tax burdens, and software equipment costs.
Frequently Asked Questions
Realistic questions retirement plan advisors, ERISA TPAs, and employee benefits consultants ask prior to onboarding.
Let's Build Your Retirement Operations Pod Today.
Share your current plan volume and administrative bottlenecks. A dedicated Project Manager will evaluate your workflow, verify software needs, and match you with pre-vetted retirement plan specialists within 24 hours.
Submit Your Plan Consulting Needs
Tell us what tasks you need off your plate. We'll reply with an operational roadmap within 4 hours.