RETIREMENT PLAN CONSULTING

FIDUCIARY EDUCATION

As fiduciaries, plan sponsors have the duty to act in the best interest of plan participants. Education on fiduciary responsibilities, such as prudently selecting and monitoring investments, managing fees.

BENCHMARKING

Routine benching helps to assess the performance and competitiveness of a plan. By comparing plan features, costs, investment options and services against industry standards, we help make sure companies are offering the best solution for their team members.

PLAN DESIGN

A well-designed retirement plan can attract and retain talented team employees, foster retirement savings and provide valuable tax advantages. We help ensure that a plan aligns with regulatory requirements, maximizes contributions, and minimizes administrative burdens. By customizing the plan to fit the company’s unique circumstances, it can become a powerful tool for long-term financial security and employee satisfaction.

EMPLOYEE EDUCATION

We are in the business of empowering employees to make informed financial decisions for their future. By understanding the plan’s features, investment options, contribution limits, and potential tax benefits, employees can maximize their savings effectively. Education ensures that employees take full advantage of the benefits offered, leading to better retirement preparedness and financial security.