Retirement Plan Advisory Services

Retirement Plans
Design and Consulting

With more than $3 billion in managed assets, we support employers throughout the country who are interested in initiating a program for the first time or in improving their current one.

Our 401(k) experts have more than 70 years of combined investment consulting, plan management, and compliance advisory experience. They provide unbiased, independent advice to plan sponsors along with strategic partners that include ERISA attorneys, actuaries, independent auditors, and third party administrators.

Our expert retirement consultants help employers address their responsibilities, prepare for long-term financial obligations, and ensure plan compliance through coordinating benefits, funding and investment policies, and managing fiduciary and investment risks.

Retirement Plan Services

We build customized, cost-effective, and highly valued retirement plans that integrate with each company’s total compensation strategy. This includes profit-sharing plans, defined benefit plans, defined contribution/401(k) plans, executive retirement plans, cash balance and retirement shares plans, open-architecture for mutual fund options, and more.

Retirement Actuarial Services

We provide annual valuation services for sponsors of defined benefit, executive retirement, and retiree medical plans that measure obligations and annual costs for these plans and present this information in a meaningful way to all plan sponsors.

Retirement Plan Administration

We offer administration of defined contribution plans such as 401(k), 403(b), and 457 plans, as well as defined benefit plans and non-qualified plans. To ensure an employer’s plans are easy for employees to enjoy, our administration services include comprehensive employee communications, online account access and transaction capability, and participant advice and education.

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