Our Retirement Plans group works with clients to help them maximize their investment in retirement plan programs. We help you craft an effective plan document, provide a process for fiduciary management, educate employees, and continually monitor your investment selections. A 401(k) is one of your company's key employee recruitment and retention tools.  Our Retirement Plans services include:

Retirement Plan Audit

Using our experience and technical knowledge, we provide a thorough review of all of the components of your plan: design, investments, participation, fiduciary management, testing, and administrative procedures. With this review, we provide comments and recommendations to help you create a roadmap for change.

Vendor Search and Selection

We work with you to develop criteria that will match your needs to the right vendor. We will prepare a custom RFP, analyze vendor responses, provide recommendations and help implement the plan you have chosen.

Participant Communication and Education

We create custom employee presentations to target a multitude of topics to improve plan participation and employee appreciation.   These communication and education efforts occur throughout the year, not just at enrollment or when there's a change in plans.

Fiduciary Management

Having a framework by which investment decisions are made is a critical component to the fiduciary's tool kit. We help craft a dependable Investment Policy Statement providing research, analysis and recommendations in line with that policy.

Investment Monitoring

We provide complete investment monitoring and performance measurement relative to the Investment Policy Statement. We will meet with you and your investment committee to review investment returns, expenses, risk/return characteristics, manager changes, and "style drift."