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PLAN SPONSORS & EMPLOYERS

As a plan sponsor, you face a variety of concerns with regards to your retirement plan. We work with you to address any number of issues that may be on your mind. 

  • Complying with retirement plan regulations
  • Adhering to fiduciary responsibilities
  • Paying reasonable fees 
  • Offering competitive funds
  • Preparing participants to retire when you need them to retire

We can help you address, Benchmarking, Fiduciary Compliance, Investment Due Diligence, Participant Education, and Plan Design.

BENCHMARKING

Our customized benchmarking services are designed to help attain the highest levels of fiduciary compliance offered in an efficient and cost-effective manner.

FIDUCIARY COMPLIANCE

With regulatory changes and “DOL” enforcement sensitivity, plan sponsors must pay close attention to their responsibilities. Our process provides a comprehensive framework for addressing fiduciary issues.

PARTICIPANT FINANCIAL WELLNESS

We deliver consulting solutions that educate participants to become better informed about asset allocation, risk tolerance, and retirement preparation.

PLAN DESIGN

We go beyond standard solutions by understanding our clients’ goals and objectives, analyzing demographic details, and producing innovative plan designs.

INVESTMENT DUE DILIGENCE

We partner with our clients to provide independent, professional insight, and guidance in selecting and managing the appropriate line-up of asset managers.