Retirement Plan Guidance

Specialized Professionals for Your Retirement Plan

Services

We offer comprehensive and project-based services in each area of retirement plan management to help you provide the best retirement plan possible to your employees, while minimizing your fiduciary risk. Each of our four teams will work directly with you, advising and consulting your plan on their specialized area of expertise.

ERISA Services

Our ERISA consultants and analysts specialize in staying up-to-date with ever-changing Department of Labor and IRS rules and regulations. Our experts know what to do to keep your retirement plan out of trouble, help you make prudent decisions and reduce exposure to risk to result in a better retirement plan for your participants.

Investment Services

Our Investment consultants and analysts conduct in-depth, customized research that goes beyond delivering generic reports to help you find the right investments for your plan. Once we find the right investments, we help you monitor and manage those investments for the best possible return. We also offer a 3(38) Investment Management Service to help alleviate some of your investment risk.

Participant Services

Our RetireAdvisers® Team works with plan sponsors, like you, to provide results-focused retirement education strategies to the plan’s participants. These strategies are designed to encourage participants to stay active in their retirement planning, so they will be prepared for retirement.

Vendor Services

Our Vendor consultants and analysts can help you adhere to DOL 408(b)(2) regulations by regularly monitoring and evaluating your plan’s vendors like record keepers and other covered service providers. We can help you keep your plan compliant and protected from lawsuits, while also searching for new vendors that best fit your plan’s needs and goals.

Individual Services

To enjoy the kind of retirement you want later requires active planning now. We offer fee-based retirement advice to help you plan for a successful retirement, both financially and non-financially.

Retirement Planning Services

We provide advice on all aspects of retirement planning including 401(k)s, Roth IRAs (Individual Retirement Arrangement) and estate planning and trust. We can help you find the right investments for your portfolio given your budget and risk tolerance.