Retirement Plan Consulting & Qualified Retirement Plan Services
Our dedicated team of retirement plan specialists will create a custom service model that aligns with your goals. Between the ever changing regulatory environment, and the retirement savings epidemic, managing a retirement plan can be both overwhelming and time consuming. With our expertise we will not only work to make your life easier, but also provide solutions to the following questions:
Enhancing Participant Outcomes:
- Is your plan set up in a way that is optimizing participant outcomes?
- Are you and your employees saving enough for retirement?
- Are you invested appropriately based on risk tolerance?
- Do you understand the tools and resources provided by your plan provider?
Protecting the plan fiduciaries:
- Are you optimizing your pre-tax benefits?
- Is your plan design set up in a way that is compliant?
- Does the internal administration of the plan lineup with plan provisions?
- Is your plan design helping to retain, reward and recruit employees?
- Do you have an effective and consistent investment due diligence process?
- Do you have a Fiduciary file?
- Do you follow an Investment Policy Statement?
- Are you partnering with a Co-Fiduciary?
- Are you paying fair and reasonable fees?
- Is your plan set up in a way that will help your employees reach retirement?
About our designations:
As a team of specialists, we have earned a number of retirement specific designations. Here is a description of each:
- C(k)P® (Certified 401(k) Professional)
- AIF® (Accredited Investment Fiduciary)
- CFS® (Certified Fund Specialist)