Retirement Plan Consulting

Is our plan still the right fit for us?

Retirement plan management can be time-intensive and can appear complicated.  Our retirement plan consulting services are designed to take the stress out of managing your plan, and to help you focus on running your business.  

Our experience is that plan sponsors are generally concerned with three main priorities:

  1. Are we fulfilling our fiduciary duty to our participants?
  2. How can we improve the efficiency of administering our plan, both with respect to cost and time?
  3. How can we improve participant outcomes?

We work with you to understand your existing plan and goals, opportunities and vulnerabilities, and options in the market today.  We offer the following consulting services:


  • Plan review & evaluation
  • Investment policy statement (IPS) review
  • Vendor selection (TPA, recordkeeping) 
  • Request for proposal (RFP) consultation
  • Investment selection
  • Plan fee & cost analysis
  • Fiduciary (committee) education
  • Participant education

We offer retirement plan consulting as a stand-alone service on an hourly or fixed fee basis, as well as in conjunction with our investment management offering.  We are committed to acting in your best interest, as fiduciaries per ERISA section 3(21) or 3(38), when providing investment services to your plan.  


Ready to get back to managing your business?

Contact us for a free consultation.