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Retirement Plan Services

Our Retirement Plan Services seek to help business owners, corporate clients and non-profits maximize the benefits and effectiveness of the retirement plans they offer through their organization. Our service is committed to identifying industry leading, cost effective and highly serviced solutions for companies while allowing management teams to remain laser focused on the mission and needs of their organization. Among the areas we address and service are:

  • Initial needs analysis
  • Plan due diligence & ongoing assessments
  • Fiduciary services – 3(21)
  • Investment Policy Statement (IPS) design & implementation
  • Investment committee formation and formalization
  • Investment option analysis and ongoing reviews
  • Administrative assistance
  • Ongoing progress analysis

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