Retirement Plan Consulting

Offering a retirement plan is no small task, but it doesn’t have to be overwhelming. While you focus on running your business, we’re here to help you deliver one of the most valuable benefits you can offer your employees—a well-managed, effective retirement plan. Your organization’s culture, mission, and goals drive everything we do. Whether you’re starting from scratch or refining an existing plan, we bring a process-driven approach to ensure efficiency, compliance, and alignment with your business priorities. Our experience spans businesses of all sizes and structures, from startups to the largest companies, and from straightforward plans to complex, highly tailored solutions.

As your co-fiduciary and trusted partner, we’ll help you create and manage a retirement plan that reflects your values, supports your employees, and meets your organizational goals. While we especially enjoy working with mission-driven organizations, we welcome businesses of all kinds that want to offer meaningful benefits and invest in their team’s future.

Together, we’ll build a program that works for your business.

  • Are you a new or small business owner looking to establish a retirement plan? We can provide smart scalable solutions to take your organization from start-up plan to large market.

    Solo/Individual 401(k)

    SEP & SIMPLE IRAs

    Defined Contribution: 401(a), 401(k), & 403(b) Plans

    Defined Benefit: Traditional pension plans & hybrid solutions

    Employee Stock Ownership Plans (ESOP)

    Deferred Compensation: Non-qualified 409(A) and 457(b) & 457(f) plans

  • ERISA 3(21) and/or ERISA 3(38) fiduciary services

    Investment policy statement creation/evaluation

    Ongoing investment monitoring & recommendations

    Qualified Default Investment Alternative (QDIA) assistance

    Investment performance reporting

  • Service provider liaison

    Retirement plan search support/vendor analysis

    Plan benchmarking services

    Assistance identifying plan expenses

    Education services to retirement plan sponsor/committee

    Education services to active, eligible, and/or terminated participants

    ERISA 3(16) evaluation & implementation

  • Evaluation of retirement plan design features

    Benchmarking frequency & appropriateness of plan design features

    Recommendations for plan design including combination defined contribution, defined benefit, and non-qualified solutions to complement organizational goals

    Assistance with plan design via vendor documents to evaluate solutions through lens of cost efficiency

    Analysis of, and recommendations for, supplemental, holistic solutions, including but not limited to financial wellness programs, payroll integration, Health Savings Accounts (HSAs), emergency savings, and student loan debt programs

  • Ongoing advisory relationship or project engagements available

    Analysis of plan integrations or termination

    Compliance with IRS and ERISA rules

    Evaluation of impact on employees & development of communication strategies

    Due Diligence on plan liabilities

  • Group & individual education services

    Comprehensive wrap-around communication programs, including but not limited to plan education, topical market materials, and ongoing newsletters

  • Ongoing advisory relationship or project engagements available

    Analysis of plan-level investments

    Opportunity to review eligible platform investment offerings that are ESG or SRI focused

    Analysis of plan design features that can highlight company support, fair compensation and engagement practices, and diversity benchmarking