Administration – Retirement Plan Consulting

Our team understands the many facets of retirement plan administration and design, and can assist you with putting together the right solutions to help you deliver retirement benefits efficiently and cost effectively. Our dynamic retirement plan division engages our clients and their employees on a host of different levels. We provide plan administration and consulting, as well as investment consulting expertise through a single relationship. This allows us to deliver the following comprehensive services for retirement plans. 

Compliance and Plan Design Consulting – We keep up to date with the latest tax law changes and make sure your plan is up to date.

Plan Design Consulting – We focus on plan design to make sure your plan is meeting your needs by providing the most beneficial package at the lowest cost.

Third-Party Administrators – We handle operational responsibilities for the plan sponsors, including preparation and filing on plan tax returns, calculation of contributions and compliance testing.

Investment Consultants – We assist plan sponsors with selecting a portfolio of funds for the plan and meeting their fiduciary standards regarding the plan’s funds and operations.

Fiduciary Advisors – We assist with governance and prudent plan management.