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Retirement Planning 

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The Vita Planning Group provides comprehensive consulting services for employer-sponsored retirement plans. We partner with the nation's leading record keepers and advise on plans of every size. We act as co-fiduciary and regularly conduct plan and investment reviews to help fulfill your fiduciary responsibilities.

Retirement Plan Services

Plan Design

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

Compliance

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

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Investments

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

Communication

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