Retirement Plans

We take a wholistic approach to our retirement plan services. Many Plan Sponsors think consultants advise on the investment lineup only and struggle to keep up with the governance, fiduciary and administrative duties of having a qualified plan. We simplify that process for Plan Sponsors and aim to ease the burden. We provide consulting services to help you. 

Design and/or Enhance Your Qualified Plan
Whether it is an investment lineup review or recommending changes to Plan features, our goal is to increase participant outcomes, keep fees reasonable and transparent and provide best in class services and experience. 

Request For Proposal (RFP)
We can design and manage the entire RFP process for you. We are independent and agnostic when recommending plan vendors, service providers and investment options. We advocatae for our Plan Sponsors and Plan Participants. Typically a plan should conduct an RFP at least every 3-5 years. 

Fiduciary Documentation
We ensure governing documents are in place or help create them if not from Investment Policy Statements (IPS), Committee Charters, Fiduciary Acknowledgments and more. We can provide the documents you need to keep your fiduciary files in good order. 

Cloud Based File System
We can provide access to a cloud based fiduciary document filing system where your qualified plan related documents can be accessed in one organized place. From investment due diligence reports, committee minutes, governing documents, participant education campaigns and more, our system helps you stay in compliance and provides easy access for clients and auditors. This streamlines the turmoil of Human Resource turnover, with the ability to close one person's access and active another and have all documents and history at their fingertips. 

Participant & Plan Sponsor Education
We can provide both participant and plan sponsor education solutions. From newsletters and memos, to participant education sessions and Plan Sponsor fiduciary training, we have an array of solutions to offer.