Corporate Retirement Plans

We provide overall guidance on all aspects of your retirement plan:

  • Tracking your plan’s investment options while promoting the suitability of the investment menu and helping to control expenses
  • Monitoring the potential fiduciary risks that affect your plan while maintaining the objectives of your organization as they relate to plan design assistance and employee participation
  • Benchmarking service providers and assisting with searching, selecting and monitoring of vendors
  • Enhancement of the Investment Committee’s knowledge through fiduciary training and assistance with 404(c) to help reduce potential fiduciary liability
  • Optimization of your employee’s appreciation of the plan by implementing and measuring the success of an employee communication and education program

This guidance will assist your company in understanding how each area affects your plan, deciding on the actions to take and documenting the decisions.