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Retirement Planning

We provide comprehensive consulting services for employer-sponsored retirement plans.

Plan Design

Investments

Compliance

Communication

Plan Design

  • Customized Plan Document
  • Strong Institutional Partnerships
  • Mergers & Acquisitions Support
  • Ongoing Support of Plan Operations

Investments

  • Investment Array Construction
  • Co-Fiduciary Responsibility
  • Daily Fund Monitoring and Oversight
  • Fee Transparency

Compliance

  • Comprehensive Plan Reviews
  • Coordination of ERISA Compliance
  • Proactive Non-Discrimination Analysis
  • Comprehensive IRS Form Deadline Monitoring
  • Large Plan Audit Support

Communication

  • Employee Education
  • Enrollment Meetings
  • Customized Communication Materials
  • Dedicated Participant Service
  • Individual Retirement Planning Sessions