The Retirement Plan Team provides support and services to completely manage the retirement plan of your organization. As Retirement Plan Consultants and/or as Retirement Plan Advisors, we offer a full array of services designed to assist with and enhance participant outcomes and fiduciary oversight of any employer sponsored retirement plan.
Our team will assist business owners and plan sponsors with management of all types of vendor relationships. We also aid plan sponsors by supplying them with materials to communicate, educate and promote effective usage of the retirement plan to their employees.
We customize our solutions for each plan, recognizing that each organization we work with has unique qualities and needs. The process begins with clearly articulated goals and objectives, an appropriately designed and properly diversified fund menu, a method to evaluate investment selection and performance and appropriate fee structures, as well as assist with recognizing the employers’ Fiduciary Responsibilities.
Our core consulting and advisory services are divided into two main areas: