Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.

We can assist you in selecting the most appropriate plan solution for your needs, such as:

  • 401(k)
  • 403(b)
  • Profit Sharing (Traditional or New Comparability)
  • Traditional Defined Benefit or Cash Balance
  • 457
  • Non-Qualified Deferred Compensation
  • SIMPLE and SEP Plans

 

Our process includes:

 

Strategic Assessment

  • Take a fresh look at all aspects of the plan.
  • Review plan objectives to ensure goals and outcomes are aligned.
  • Identify potential areas of improvement.

 

Plan Design Maximization

  • Assess plan design for contribution growth and improvement opportunities.
  • Review plan design elements for deficiencies and cost benefit considerations.
  • Benchmark plan features against similar businesses.

 

Provider Search Analysis

  • Maintain or seek appropriate provider, using a well-documented process.
  • Act as provider liaison, from installation to ongoing relationship management.
  • Evaluate reasonableness of plan fees and service.

 

Participant Engagement

  • Develop and implement education strategy.
  • Host group and individual enrollment and education meetings.
  • Coordinate communications and reporting with provider.

 

Investment Management

  • Assist with Investment Policy Statement (IPS).
  • Use process to select and maintain well-designed fund menu.
  • Evaluate target date fund and QDIA strategies.

 

Fiduciary Guidance

  • Share best practices on education and plan governance.
  • Provide legislative updates and plan trends.
  • Conduct periodic plan reviews, committee meetings, and reporting.


Contact us today to discuss how we can help you fulfill your business retirement plan needs.

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