Retirement Plan Consulting
Practical Guidance for Your Retirement Plan.
Managing a retirement plan means balancing business goals, employee needs, costs, and fiduciary responsibilities. We help plan sponsors evaluate their plans, consider available options, and make informed decisions.
Whether you need a plan evaluation, support with a specific project, or ongoing strategic guidance, our consulting services can be tailored to your organization’s needs.
A Fresh Perspective on Your Plan.
Plan Design
We help you evaluate how your retirement plan’s design aligns with your organization’s objectives and employee needs.
Support may include reviewing contribution strategies, employer matching formulas, profit sharing, and other plan features to identify options worth considering.
Provider Evaluation
We help you review retirement plan providers and assess whether their services continue to meet your organization’s needs.
Support can include record keeper evaluations, third-party administrator reviews, provider comparisons, and proposal reviews. When a change is being considered, we can also assist with finalist interviews and conversion and implementation processes.
Fee Benchmarking
We help identify and evaluate plan-related expenses, including investment management, recordkeeping, administration, participant education, and advisory services.
By comparing fees, services, and plan structure against marketplace data and competitive proposals, we provide context to help you evaluate your current arrangement and consider potential changes.
Experience. Perspective. Practical Guidance.
With more than 35 years of retirement industry experience, our retirement plan specialist brings a practical understanding of plan design, administration, and provider relationships.
That experience includes working with recordkeepers, third-party administrators, investment providers, bank trust departments, CPAs, and financial advisors. We bring an understanding of these relationships to the retirement plan questions facing your organization.
Let’s Discuss Your Plan.
Whether you have a specific project in mind or want a fresh look at your current plan, we welcome the opportunity to discuss your priorities and the support that fits your needs.
