Retirement Plan Consulting
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Facilitating Fiduciary Oversight
Consulting Services
As an independent consulting firm, we offer the following services to support you in fulfilling your fiduciary duty of overseeing your retirement plan advisor.
Advisory Request for Proposal (RFP) Services:
We facilitate a transparent and conflict-free RFP process to help you evaluate and select the best 3(21) and 3(38) Retirement Plan Investment Advisors. This ensures that your chosen advisor meets all necessary service requirements while delivering competitive fees.
Establishing a Group Retirement Plan
We assist organizations in setting up robust group retirement plans that align with their financial objectives and employee needs. Our expertise ensures that the plan design is effective, compliant, and beneficial for both employers and employees.
Establishing an Investment Committee
We guide the formation of an Investment Committee, ensuring it is well-equipped to oversee the retirement plan’s investment strategies. This includes providing the necessary training and resources to help committee members fulfill their fiduciary responsibilities effectively.
Mission
Our Mission is to protect the financial well-being of both employers and employees in group retirement plans by enabling Plans Sponsor and Investment Committee Members to fulfill their fiduciary duties.