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Retirement Plan Services

Services that fit your needs.

  • Serve as ERISA §3(21) Fiduciary
     

  • Establish Investment Committee and Conduct On-Site Quarterly Meetings​
     

  • Create Investment Policy Statement and Investment Committee Charter 
     

  • Design Investment Lineup and Implement 3rd Party Monitoring Tool 
     

  • Objective Investment Monitoring, Selection and Replacement Process 
     

  • Educate Investment Committee on New Regulations

  • Analyze Existing Plan Services and Fees
     

  • Conduct Comprehensive RFP Process to Evaluate All Providers
     

  • Generate Comparative Benchmarking Analysis
     

  • Review Analysis with Client and Recommend Optimal Provider
     

  • Negotiate Services and Fees with Incumbent Provider
     

  • Implement and Manage Transition to New Provider (If Applicable)

  • Employee Deferral Contribution Projections and Auto-Enrollment/Auto-Escalation Scenarios
     

  • Assess Safe Harbor, Matching Contributions and Profit Sharing​ Formulas
     

  • In-Plan Roth Conversions​
     

  • Analyze ADP/ACP Testing and HCE Contributions
     

  • Fund Array Design
     

  • Quantitative and Qualitative Investment Analysis

  • Financial Wellness Analysis
     

  • Employee Communications Design
     

  • Education Meetings and One-on-One Investment Support
     

  • Customized Financial Planning
     

  • Participant Savings Analysis
     

  • Cash Flow Planning and Budgeting

FIDUCIARY COMPLIANCE AND LIABILITY MITIGATION
BENCHMARKING ANALYSIS
PLAN ANALYSIS, DESIGN & INVESTMENTS
EMPLOYEE EDUCATION AND WELLNESS

Let us do the work, because life's complicated enough. Today, tomorrow, together.