Retirement Plan Consulting

as the retirement plan consultant on your corporate retirement sponsored plan, we will assist you in meeting the fiduciary requirements of offering a retirement plan to your employees and to meet the objective of offering a best practices retirement plan to your employees. to achieve these goals we provide:

fee benchmarking and vendor searches - with increased scrutiny being placed on plan fees, it is more important than ever to be able to show a prudent fiduciary process regarding this issue. benchmarking plan provider services, investment opportunities and total plan fees can overwhelm even the most diligent plan sponsor. we shoulder the responsibility of a thorough market analysis, offering guidance and support throughout the process.

investment Analysis - choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task and responsibility. our independent investment analysis will help you meet this requirement and also impact a participants retirement experience.

fiduciary guidance - cfo's, ceo's, presidents and other fiduciaries have personal liability for assets in the company's retirement plan. it is crucial that plan sponsors partner with an independent firm specializing in services that reduce exposure to fiduciary liability.

employee communication - our team will work with you to develop an employee education plan and communication strategy to increase employee understanding and participation, and strengthening the appreciation of the benefit.