Retirement Plan Consulting

As the retirement plan consultant on your corporate retirement sponsored plan, we help you meet the fiduciary requirements by offering a retirement plan to your employees that meets the objective of a best practices retirement plan. 

To achieve these goals we provide the following services:
Fee benchmarking and vendor searches 
With increased scrutiny being placed on plan fees, it is more important than ever to show a prudent fiduciary process. 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 entire 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 the participant’s retirement experience.
Fiduciary Guidance 
CFOs, CEOs 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 education plan and communication strategy to increase employee understanding and participation where they can appreciate this benefit.