Retirement Plan Consultants

Experienced retirement plan and investment consultants

Well-designed retirement plans must have both excellent plan administration and high quality investments. Plan trustees have a fiduciary responsibility to monitor the administrative and investment qualities of the plan. If either is not performing acceptably, the trustees must take corrective action or be held accountable.

So how does the trustee monitor retirement plan administration and investment quality? How do they document their actions to minimize their own liability? How do they keep up with the changing rules?

Our approach answers those questions. Our professionals help select a plan administrator and identify respected investment managers suited to each client's needs. Then we monitor (and document) the performance quality of both the plan administrator and the investment manager(s). As a result, the client can make an informed decision to either hire or change the plan administrator, the investment manager(s), or both.

In addition, we provide employee investment education seminars to meet 404(c) requirements for participant-directed plans, and we also facilitate employee enrollment meetings.

Finally, we publish your company's employee benefit plans onto a secure website. Your employees will have instant, 24-hour-a-day access to information that is always complete. Your employees will love it...and you'll breathe a little easier.