Retirement Plan Consulting
A closer look at the plan you sponsor.
For businesses that already offer a retirement plan and want to know whether its design, costs, investments, and providers still fit. We review the plan, explain what we find, and identify the changes worth considering.
A plan can keep running long after the business around it has changed.
A plan may have been designed for a smaller company, a different workforce, or a different set of owner priorities. Costs, investments, service arrangements, and employee needs all move over time. We review the plan with the sponsor’s responsibilities in view: how it is designed, what it costs, how it is administered, and whether its services still fit the business.
What we review
The parts of the plan worth a closer look.
We look at how the plan is designed, what it costs, how it is administered, and how employees experience it.
- Plan design, and whether it still fits your ownership, workforce, and goals
- Total plan costs, itemized by service and provider
- The investment menu and the process used to select and review it
- Recordkeeper, administrator, and other service-provider arrangements
- Fiduciary process, governance, and documentation
- Employee participation, communication, and education
What you get from the review.
A practical view of where the plan stands, what is working, what needs attention, and which changes are worth considering.
Independent of the providers
Our fee is set in our agreement with you, and the providers we review do not pay us.
Support for your fiduciary process
Sponsoring a plan means maintaining a prudent process. We help organize the review, document the factors considered, and identify the follow-up items for you and your other professionals.
Costs made visible
Plan expenses are spread across recordkeeping, administration, investments, and advice, and they are rarely shown in one place. We itemize what the plan costs and who receives it.
How we work
A consistent process, tailored to your plan.
Clarify. Design. Implement. Review. We understand the plan and the business behind it, review its design, costs, investments, providers, and documentation, explain what we find, and help coordinate the next steps.
Start with a conversation.
A 20-minute conversation to understand your plan, what you want reviewed, and whether we are the right fit.