Retirement Planning Consulting
Retirement Plan Consulting

Employers want to maximize on their retirement plan benefit through talent acquisition and helping their employees succeed financially. This is done through a well designed retirement plan benefit that meets the needs of your organization and employees, through managing the risks that come along with offering a retirement plan benefit to your employees and through optimizing employee engagement through financial education, advice and wellness.
Risk Management
Fiduciary services we assist with include:
- ERISA Section 3(21) or 3(38) Fiduciary Services
- Provider Services and Fee Benchmarking
- Investment Policy Statement Creation and Ongoing Review
- Investment Selection, Monitoring and Reporting
- Committee Charter creation
- Fiduciary Letter of Acceptance
- Fiduciary Training
- Assessment of Fiduciary Practices
- Request for Proposal (RFP) Coordination
- Regulatory Updates and Retirement Plan Trends
Employee Engagement
We believe employee engagement helps create a culture of financial wellness and thereby a successful retirement plan:
- Annual Employee Education Plan
- Personalized Advice
- On-site Mini Financial Sessions
- Comprehensive Financial Planning
- Pre-retiree and Retiree Financial Coaching
- Targeted Employee Communication
- Executive Level Services