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.