401(k) consulting services

  • ERISA holds retirement plan fiduciaries to the highest legal standards. To help meet these legal requirements, we can provide plan sponsors with the independent, objective consulting and guidance necessary to effectively meet and manage ERISA standards. Proper selection and ongoing monitoring of investment alternatives within the plan is a critical aspect of the fiduciary process. Our independent and objective analysis provides plan sponsors with the specific detailed information necessary to make informed decisions on behalf of the plan and help fulfill its fiduciary obligation.

    Consulting and Fiduciary services:

    • Conduct a plan feasibility study based on specific goals set by the client
    • Review and Preparation of the plan documents and summary plan description
    • Risk Management through prudent processes, procedures & documentation
    • Annual review of plan design and modifications as necessary
    • Develop and implement formal education plan
    • Semi-annual fiduciary review and analysis
    • Ongoing investment in technology
    • Fiduciary tools and support
    • State-of-the-art reporting