Retirement Plan Consulting Services

As your retirement plan partner, we help you navigate the myriad of responsibilities surrounding corporate retirement plan management. Our comprehensive approach assists you in improving plan outcomes and managing your fiduciary responsibilities. We have a deep understanding of all aspects of retirement plans and the retirement plan industry and can help:

       - Simplify the complexities of the retirement plan space

       - Ensure your plan participants are educated on the benefits of the plan

       - Provide personalized service and experienced guidance

We understand what it takes to make your plan a success, while helping participants pursue their financial goals. We work closely with your company throughout the retirement planning process, helping to ensure your program reflects the unique characteristics of your business and your employees.

Our knowledgeable team provides fee and expense analysis, enabling you to understand and address your fiduciary responsibilities, assistance in designing a plan that suits your needs, setting investment policy and attending to other critical aspects of plan management, design and compliance. Our comprehensive services include the following:

•Fee and expense analysis

•Investment advisory - assistance with selection and monitoring

•Assist with preparation and review of the plan's Investment Policy Statement

•Quarterly communications

•Annual trustee meetings

•Annual plan and Investment Policy Statement review

•Investment option review

•Fiduciary responsibility checklist

•Plan participant education


We work with industry­ leading retirement plan service providers and plan administrators to help meet a broad range of needs for our corporate retirement plan clients.