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Employer-Sponsored Retirement Plans

Helping Plan Sponsors Fulfill Their Fiduciary Responsibilities

Managing a retirement plan involves more than selecting investments. Plan sponsors face ongoing fiduciary responsibilities, regulatory considerations, participant engagement challenges, and committee oversight obligations. We provide experienced consulting services designed to help organizations navigate these responsibilities while addressing participant communication and education needs.

Retirement Plan Consulting Services

Our consulting process is designed to provide structure, accountability, and ongoing support throughout the year. We help retirement plan committees evaluate investment options, review plan effectiveness, and fulfill fiduciary responsibilities through a disciplined consulting framework.

Investment Policy Statement Review

Reviewing and refining the framework that guides investment-related decisions and fiduciary oversight.

Investment Menu Oversight

Ongoing evaluation of investment options to help ensure consistency with plan objectives and participant needs.

Fee Benchmarking

Comparing plan fees and services against relevant industry data to help evaluate competitiveness and value.

Fiduciary Education & Committee Support

Helping committee members understand their responsibilities and maintain prudent governance practices.

Participant Education

Providing educational resources and retirement readiness guidance to help participants make informed decisions.

Plan Design Review

Evaluating plan features and design elements to help improve effectiveness and participant engagement.

Our Consulting Calendar

Investment Review
Review investment performance, manager changes, and market conditions impacting the plan.

Investment Policy Statement Review
Evaluate the plan's investment policy framework and confirm alignment with committee objectives.

Fee Benchmarking
Review plan expenses, service providers, and benchmarking data to support prudent oversight.

Participant & Fiduciary Education
Provide participant education and fiduciary training designed to support informed decision-making.

Investment Review
Review investment performance, manager changes, and market conditions impacting the plan.

Investment Policy Statement Review
Evaluate the plan's investment policy framework and confirm alignment with committee objectives.

Fee Benchmarking
Review plan expenses, service providers, and benchmarking data to support prudent oversight.

Participant & Fiduciary Education
Provide participant education and fiduciary training designed to support informed decision-making.

Is Your Retirement Plan Working as Intended?

Schedule a Plan Review