Retirement Planning Participants
Retirement Planning 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. Your retirement plan can be best-in-class by: designing your plan with intention, minimizing risks through prudent fiduciary review process, and providing a financial wellness education program that optimizes employee engagement.
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