Services
Retirement Plan Services Built Around Your Business
From initial plan design to ongoing compliance and employee education, we provide end-to-end retirement plan consulting tailored to your company's size, goals, and workforce.
Launch with confidence
401(k) Plan Setup
Setting up a 401(k) plan involves far more than paperwork. We guide you through plan selection, vendor evaluation, document preparation, IRS filings, and employee enrollment — ensuring your plan launches on time, on budget, and fully compliant.
- Assistance with plan design and document drafting
- Vendor selection and fee benchmarking
- Employee enrollment coordination
- Payroll integration setup
Maximize value for employer and employee
Plan Design & Optimization
A well-designed plan does more than check a box — it becomes a competitive advantage. We analyze your workforce demographics, compensation structure, and business goals to design a plan that maximizes participation, reduces your tax burden, and keeps costs manageable.
- Plan design exploration and benchmarking
- Plan health reviews to identify any gaps or inefficiencies
- Provider benchmarking and cost analysis
- Vendor searches and transition support
Stay protected, stay compliant
Compliance & Fiduciary Support
ERISA compliance is complex and the stakes are high. Our team monitors regulatory changes, conducts required testing, prepares government filings, and provides fiduciary guidance — so you can fulfill your obligations with confidence and avoid costly penalties.
- Assist plan sponsors with annual deadlines and provides audit support
- Plan governance and fiduciary documentation
- Fiduciary training and risk management support
- 404(c) support
A disciplined process for every investment decision
Investment Oversight
It is important to have an effective process of investment monitoring, including fund fees and evaluating the appropriateness of share classes.
- Investment Advisory Services — 3(21) & 3(38)
- Assist with Investment Policy Statement preparation and review
- Target Date Fund Suitability Analysis
- Stable Value Analysis
Empower your workforce
Employee Education
A great plan only works if employees use it. We deliver personalized education sessions, one-on-one enrollment support, and ongoing financial wellness resources that help your team understand their benefits and take action toward a secure retirement.
- Create customized plan education and communication programs
- Conduct group enrollment and education meetings
- Provide holistic financial approach to meet retirement goals
- Help sponsors find ways to engage employees
Not sure where to start?
Schedule a free consultation and we'll assess your current situation and recommend the right path forward.