PLAN DESIGN
REVIEW & CONSULTING
We believe that each organization has different needs and objectives. We help plan sponsors identify and prioritize goals while taking the time to understand an organization’s unique demographics. As a result, we help build a plan aimed to fit your needs and the needs of your employees. Once the plan design is in place, we can assess how the plan is benefiting the workplace and help you make adjustments along the way.
Contact us to receive a Complimentary ERISA-Compliant Plan Document Review.
INVESTMENT
DUE DILIGENCE
As a plan sponsor, you are the fiduciary for your organization’s retirement plan, therefore it is important to establish a prudent process to regularly review, monitor, and assess the plan to ensure that you are acting in the best interest of plan participants. As your trusted partner, we will stand alongside you and work as your investment fiduciary advisor to provide advice on how to review your plan investments. We strive to help you make informed decisions that assist your employees with their retirement goals.
SERVICE PROVIDER
ANALYSIS
We know that finding the right fit in a service provider can be difficult. Service providers have different platforms, investments, fees, service models, tools, and resources. As a fiduciary, you need to know and understand the services you are receiving and the fees you are paying for those services. We will conduct live RFPs in order to benchmark your current service provider to fully evaluate the services you are receiving and all associated fees.