401k and Pension

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Superior Design and Service of Your Employee Benefit Programs

Retirement Plan Consulting

Providing your employees with the opportunity for a secure retirement is a hallmark of any employee benefit program. However, it can be fraught with missteps and misinformation.

Most companies do not realize the level of responsibility assumed when adopting or maintaining a qualified plan. Persons with control of the operation or options for your plan have a fiduciary duty to act in the best interest of the employees covered under the plan. This is a far reaching responsibility, with such identified fiduciaries being liable to the full extent of their personal wealth for breaches of their duties.

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Defined Contribution

401k, Profit Sharing and Money Purchase Plans

Our pension consulting team creates and carries out a formal due diligence program, designed to maximize your plan’s benefits while eliminating potential breaches of your fiduciary duty. We complete this through an annual structure of reviews and services:

Fiduciary monitoring and Due Dilligence
RFP & Vendor Searches
Plan document service
Compliance testing
Performance Policy and Monitoring
Employee allocations
Legislative updates
Educational meetings

Defined Benefit

We will evaluate the current state of your defined benefit plan, in conjunction with the actuarial report, and recommend the best course of action for the short and long term health of the plan. Depending on your company’s specific objectives and resources, we can create a solution to meet your needs.

Fiduciary monitoring and Due Dilligence
Plan Design
Performance Policy Creation and Monitoring
Asset Allocation Selection
Investment Manager Monitoring
Educational meetings and campaigns to raise appreciation of the plan
Assistance in short and full termination studies