Retirement plans can take a variety of forms depending on the needs of your business. Aside from where plan rules dictate, there is no specific dollar amount or employee count that determines the type of plan used; each business has its own unique dynamics that need to be considered when determining the plan type that is most appropriate. Whether considering a 401(k) Plan, SIMPLE IRA, SEP, Defined Benefit, Deferred Comp, or other plan, our process takes into account the unique traits of your business and reviews each aspect of the plan design to ensure the best match possible.
Retirement Plan Design
We strive to understand your objectives and design a plan that provides the optimal benefits to both your employees and your business.
Investment Consulting
Investment advice and selection free from proprietary conflicts, a fully transparent fee structure, and impartial recommendations. We monitor your Plan so you can focus on your business.
Vendor Bench-Marking & Due Diligence
Our customized process looks at costs, services, investment choices, participant resources and more. We’ll help to select the providers that most appropriately fit the specific needs of your organization and employees.
DOL & IRS Compliance
Implementing process-driven strategies to help you limit your fiduciary liability and acting as your guide to manage the ever changing regulatory environment.
Fiduciary Oversight
401(k) plans involve responsibility and liability for plan sponsors. We can share this responsibility with you, implementing processes that help protect the plan and your business.
Employee Education & Advice
Offering advice and education to help improve the retirement readiness of your employees, while communicating the value of the benefit you are providing. Help your participants make the most of the plan.
Whether a one-time review or ongoing, we’re here to help:
A Partner Through Thick and Thin
We provide continuous investment monitoring, regular plan reviews, participant education services, and much more. Our fee structure is fully transparent, based on the size of your plan and the services desired.
A Second Look When You Need It
When plans are in need of a one-time check-up to help sponsors meet their fiduciary obligations, we perform a comprehensive review and bench-marking of your plan. Perfect for plans that don’t need on-going support, but recognize the benefits of periodic independent review.