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Retirement Plan Consulting

We offer a flexible approach to assist you in developing retirement plan options tailored to your needs. Depending on your objectives, we can work with you in the capacity of an independent advisor consultant or as a plan fiduciary. Because we do not offer proprietary products, we provide you with independent access to the nation’s leading 401(k) and corporate retirement plan providers.

Independent Advisor Consultant Services

Working as independent advisor consultants, we can assist you in selecting the right plan for your needs and those of your employees. We offer these and other retirement plan options:

  • 401(k) and other qualified defined contribution plans
  • Defined benefit plans
  • Non-qualified executive compensation plans

Plan Fiduciary Services

As fiduciary advisors, we are experienced and formally trained to able to implement policies and procedures that meet a defined standard of care for company sponsored retirement plans. We provide a comprehensive overview of fiduciary standards of excellence, asset allocation, investment policy statements, vendor searches, investment performance measurement and 401(k) fee benchmarking.

Our comprehensive retirement plan services include the following:

  • Vendor search
  • Plan benchmarking
  • Investment advisory services – investment selection and monitoring
  • Fiduciary oversight and monitoring
  • Investment Policy Statement development and review
  • Annual trustee meetings
  • Annual plan and Investment Policy Statement review
  • Investment option review

Learn more about our retirement plan services:

Fiduciary Services
Participant Services