Retirement Plan Consulting

Our decades of working with retirement plans has given us unique perspective to help our clients design and achieve the retirement they want. We provide clients with the following value-added retirement plan services:

Consultative Plan Advice

Information and advice on various plan features and design issues
Review the marketplace to select an appropriate provider of administrative services
Recommend investment managers to meet your plan’s objectives
Establish or review an Investment Policy Statement
Assist during plan set-up or conversion

Fiduciary and Regulatory Support

Provide regulatory and industry updates
Investment performance monitoring
- Assist with selection of investment options
- Track investment performance and compare with benchmarks
- Monitor asset class style consistency
- Conduct a periodic review of the Investment Policy Statement to ensure investments meet stated objectives

Employee Communication and Education

Leverage the services offered by your plan provider
- Coordinate initial and ongoing employee-friendly enrollment meetings
- Collaborate with your plan provider to offer ongoing investment education
- Offer plan participants easy access to services and prompt response to inquiries
- Coordinate education of participants and retirees on distribution options
Provide one-on-one investment guidance and asset allocation strategies, if requested

Service Components

Serve as liaison between your firm and your plan provider
Serve as your resource for plan design issues
Provide updates on trends and survey information on retirement plans nationwide

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