Offering an employer-sponsored retirement plan is a great employee benefit. But, to keep your plan compliant with ever-changing DOL and IRS rules and regulations, there are certain requirements you must follow. Our ERISA consultants and analysts can help you properly oversee the plan, make prudent decisions and reduce fiduciary risk.
How We Can Help You
Retirement Plan Compliance Exam
Our retirement plan compliance exam is designed to proactively catch costly mistakes prior to an audit or lawsuit. The exam helps to determine if your plan is doing what it’s supposed to be doing according to governmental rules and regulations, best practices and the plan’s documents.
Retirement Plan Committee Meetings
Retirement plan committees should oversee and make decisions about the retirement plan. Our ERISA experts can run your committee meetings and take the meeting’s minutes, reducing your risk and saving you time.
Our ERISA Team can also advise you on:
- Fiduciary education and governance
- Defined benefit transition
- Merger and acquisition analysis
- Administrative training
- Administrative documents management
- ERISA compliance
- Plan corrections
The ERISA Team includes ERISA consultants and ERISA analysts. Each member of the ERISA Team is highly credentialed, holding either a JD or QPA, and understands the ever-changing rules and regulations, and the technicalities of qualified retirement plans.
Meet the Team Leader
Todd oversees the ERISA Team to ensure employers with qualified retirement plans are compliant with the rules and regulations governing retirement plans. He holds a Juris Doctor from Gonzaga University and has been with Pension Consultants since 2012.
Keep Up With Us
A previous blog released by Pension Consultants, “DOL Fiduciary Rule is Here – Are You Prepared?” communicated that the Department of Labor’s (DOL) Conflicts of Interest Rule (also known as the Fiduciary Rule) would be implemented on June 9th of this year. However, On November 27th, 2017, the DOL announced the Final Fiduciary Ruling will […]Read More
As we close out 2017 and enter into 2018, plan sponsors have retirement plan administration deadlines that need to be completed to avoid consequences for the plan. In past years, sponsors have had a significant amount of deadlines to meet before the end of the year. Fortunately, this year there have not been as many […]Read More
As a plan fiduciary, you are charged with overseeing plan management with the goal of providing a good plan for your employees. Plan management includes selecting and monitoring plan investments, selecting and monitoring plan service providers, assisting employees in preparing for a successful retirement, and the administration of the plan.Each area of plan management will […]Read More