Our retirement plan consultants help plan sponsors design and manage defined contribution and defined benefit retirement plans. Our model is flexible — Plan sponsors select actuarial, consulting, compliance and/or call center services based on strategic business objectives.
Today's human resource teams can focus on more strategic initiatives by tapping into our retirement solutions to mitigate risk and reduce cost. Retirement plan solutions include:
- Retirement plan design and compliance to help attract and retain key talent, manage costs and risk exposure.
- Actuarial Consulting Services for pension programs, retiree medical and life insurance, and supplemental executive retirement plans.
- Full-service defined benefit plan administration services including our own on-line retirement plan tool, Retirement Focus, and superior call center technology and team to ensure you and your employees are getting the information they need.
- Defined contribution plan recordkeeping and administration including investment open-architecture, full operational flexibility, and complete fee transparency and disclosure.
- ESOP consulting and administration including feasibility analysis, plan design, and compliance testing.
We believe that independence is critical in our strategic consulting. Because our goals are aligned with our clients' objectives, we collaborate with many investment advisors, legal counsel, accountants, Trust and trading platform partners to provide retirement plan solutions (and can recommend several, if needed).