Creating a retirement plan that works for your business and for the participants is challenging, but we make it easier by providing access to comprehensive consulting services that are vital to creating competitive plan designs. We work to bring your company goals to the forefront, while helping participants to work toward retirement readiness.

The landscape of retirement plans is constantly evolving. Our team of advisors provides plan design assistance and guides plan sponsors through the sometimes confusing terrain. Our non-fiduciary services include:

• Defined Contribution and Defined Benefit plan design assistance
• Vendor searches, benchmarking and management
• Investment Policy Statement preparation and/or review
• Plan transition coordination
• Participant education and communication – holistic and value-based
• Financial wellness strategies
• Fiduciary training

Our fiduciary services help plan sponsors manage risk:

• Investment oversight – selection assistance, monitoring, reporting and open architecture investment structure
• Investment selection, review and monitoring
• Plan design assistance with potential enhancement
• Assist in identifying Qualified Default Investment Alternative (“QDIA”)
• Investment recommendations