Retirement Planning Consulting

Client Centered

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.

Plan Design


We work with you to design a retirement plan that meets the needs of your employees:


  • Plan Document review
  • Employer contribution optimization
  • Automatic Enrollment and Increases
  • Eligibility Requirements
  • ROTH utilization
  • Vesting Schedule
  • Plan Leakage / Loans
  • Investment Menu Design


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

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