Retirement Plans
Achieving retirement plan success through fee transparency & open architecture.
Our View
With the passage of recent legislation, plan sponsors now have a fiduciary burden that is daunting for most. Given the backdrop of increased potential liability for plan sponsors, our focus remains on fee transparency, plan design, education, and monitoring.
Firm
As an independent benefits consulting firm, we are not associated or bound by any asset custodian/plan provider and are free from any conflicts associated with proprietary arrangements.
We seek out a limited number of asset custodians and record-keepers that commit their resources to the most important aspect of your plan:
Financial Strength
Record-keeping Flexibility
Dedicated Team of Resources
Participant Education
Investment Flexibility
Fiduciary Support
Mandate
There are important regulatory changes that will bring increased transparency & disclosure requirements.
We are taking steps to ensure our clients are well prepared for these changes.
Preparing Plan Sponsors
We play a key role in helping plan sponsors navigate through the noise.
Review Service Agreements
To ensure best practice service/advisory contracts should be reviewed for compliance.
Benchmarking Fees & Services
Proper fee benchmarking relative to services provided.
Guidance
Guidance on all aspects of your retirement plan:
Managing your plan’s investment options
Monitoring fiduciary risks that affect your plan
Benchmarking your plan and service providers
Track participant progress towards retirement goals
Comprehensive plan review process to monitor your plan
A tailored employee communications & education program
Due diligence to search, select and monitor new asset custodians