Retirement Plan Consulting

Retirement plan solutions for businesses

Providing the best retirement plan for your business is now more important than ever. With social security funding challenged and company pensions disappearing, employees need a way to save for retirement. At the same time, business owners and plan sponsors must stay informed of new rules and regulations to meet their fiduciary responsibilities.

Our retirement plan consulting group will review your existing plan to determine if it is appropriate for your company’s structure, employee census, and long-term goals. In addition, we will benchmark your plan to evaluate if it meets your fiduciary responsibilities, including plan design, investment options, and plan cost. We help you with many important considerations, including:

  • Plan design
  • Platform and fund selection
  • Investment Policy Statement
  • Implementation or plan conversion
  • Employee enrollment meetings
  • Employee participation
  • Rollover assistance
  • Quarterly investment reviews
  • Annual plan benchmarking
  • On-going employee education

Our goal is to give business owners and their employee’s peace of mind regarding their company-sponsored retirement plan. If you’re interested in learning more about how we can help you offer the best retirement benefit for you and your employees, please contact us for a complimentary consultation to explore how our services can help.

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