^{Relationships Over Transactions}Corporate Retirement Plan Consulting

As your business evolves, we provide flexible support where it’s needed. We understand the complexities of managing a business, and staying abreast of regulations and the latest investment trends. We take our role seriously as an extension of your own team, so you can devote your focus where it’s needed most.

• Provider Search, Analysis and Selection

  As your organization grows and evolves, your retirement plan criteria may also change. We conduct provider analysis and research as frequently as needed, and work with you to help clarify the objectives of your institution and employees. Once a provider is selected, we guide clients through the integration process for a seamless transition.

• Fee and Service Analysis and Negotiation

  Our team leverages our extensive experience in working with providers to negotiate the fees and services that are suitable for your organization. We take into account your needs and corporate profile, and help develop a plan that is designed with a goal to be sustainable and beneficial for your organization and plan participants.

• Documentation and Record Management

  Proper documentation is a key factor in seeking to ensure the long-term success of your retirement plan. We provide support for this critical piece of your fiduciary duties, helping to implement the proper technology and systems to store and maintain records and documents, while keeping them easily accessible for convenient reference as needed.

• Leadership Training and Employee Education

  By providing employees with useful resources and opportunities to learn more about their plan options, you can better work toward ensuring the success of your chosen provider and the satisfaction of employees. We provide guidance and insight for your senior staff for educating employees and assisting in the ongoing facilitation of your benefits package.