Retirement Plan Consulting

The truest measure of a retirement plan lies not in its investments or costs, but in how well it enables people to achieve their retirement goals.  That is why our consultants combine investment and fiduciary expertise with unparalleled one-on-one retirement plan consultation - going the extra mile to help each employee design and maintain the retirement program that meets their individual goals.   

Give Your Plans Added Value by Making Planning a Better Experience

Our consultants begin by carefully evaluating the performance and suitability of your plan's investments,  features, and provider relationships.  Our advanced analytics and benchmarking tools give investment committees a tangible way to measure plan performance and costs against peers as well as national norms, thus identifying ways to improve the plan.  As market volatility makes fiduciary liability an ever-greater concern, we are diligent in working with employers to ensure compliance with the arduous responsibilities imposed by ERISA and other regulatory bodies.  

All the while, we support your employees with extensive hands-on service.  From state-of-the-art education and enrollment strategies, to personal consultations to help your employees balance their portfolio for their individual situation - and rebalance it down the road.  You will have the utmost confidence that we will be there for you and your employees.  We know retirement plans are not just about investments, fiduciary compliance and vendor choices - they are about getting your employees where they want to go.