SERVICES
Retirement Plan Consulting
Corporate Experience
We are focused on providing plan sponsors with retirement consulting services while acting as a fiduciary. Our comprehensive services take a balanced approach to investment oversight and plan administration.
Highlights of our services include:
- Fiduciary Education
- One-on-One Participant Education
- Investment Policy Development and Updating
- Investment Array Development
- Investment Manager Selection
- Performance Monitoring
- Plan Benchmarking
- Record Keeper Relationship Management
- Service Provider Searches
- Integration of Plan Design with External Legal Counsel
Participant Experience
Our vision for helping prepare for retirement readiness goes beyond consulting at the fiduciary committee level but also focuses on preparing individual employees for retirement. Plan sponsors make generous contributions to maintaining retirement plans but the individual participants are languishing. Our goal is to increase the retirement readiness of plan participants while providing a sound structure.
Highlights of our services include:
- One-on-One Participant Education
- Assistance with determining appropriate deferral contribution rate
- Assistance with determining appropriate asset allocations
- Investment manager selection
