Retirement Plan Services & Fiduciary Consulting

It's important to address all the critical elements that go into a successful retirement plan. Our fiduciary review and benchmark analysis of your plan will identify any potential issues that could have a negative impact on your plan, along with opportunities and ideas on how to address them.

Ingredients of an Excellent Retirement Plan

One of the most important decisions a business owner will make is deciding which employer sponsored retirement plan is best suited for the rank & file employees, including the Highly Compensated. and Key Employees. There are many reasons why firms may change their retirement plan provider or replace the Investment Advisor of Record. When reviewing a Plan for an employer that may be considering making a change, we focus on the following Plan components:

• PLAN DESIGN
  
• RETIREMENT READINESS
  
• INVESTMENT PLATFORM & FIDUCIARY SUPPORT
  
• MANAGE ADMINISTRATION WITH DEDICATED SERVICE
  
• ERISA COMPLIANCE AND FIDUCIARY RESPONSIBILITY