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Retirement Services

Partnering with Our Retirement Consultants

We begin our process by reviewing your goals—what you want our retirement consultants to accomplish, any special needs your organization may have, and cost considerations. We understand that each organization has their own benefits budget and priorities, so we take a look at your objectives and structure a plan, around your company, your employees, and your executives.

Once the right corporate retirement plan design has been implemented, we provide you with the expertise of our retirement consulting team to stay in compliance with ERISA regulations. Through our flexibility and innovative problem solving we provide you with peace of mind that your plan is on the right track, and achieving your objectives.

Fiduciary Liability Management

Our Retirement Consultants offer creative corporate retirement plan design solutions for: Defined contribution plans such as 401(k), 401(a), 403(b), 457 and ESOP Plans and defined benefit pension plans.

  • ERISA 3(38) plan protection
  • Conflict free advice
  • Education to Plan Sponsors on fiduciary duties
  • ERISA Compliant Investment Policy Statement
  • Investment Policy Statement management
  • Investment optimization and management
  • Quarterly reviews

Holistic Retirement Planning

  • Plan design and analysis
  • Vendor search
  • Cost and service analysis
  • Implementation coordination
  • Customized employee education
  • Monitoring and advising on DOL and IRS regulatory changes
  • Plan terminations
  • Compliance issue corrections