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- Retirement Plan Consulting Services
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We provide a full range on consulting services, using a "best of
breed" approach to staffing, from plan design to fiduciary best practices to
controversy resolution
- Client Fiduciary Review/Best Practices
Training
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We can help clients establish an approach to managing their
retirement plans, utilizing vendor services effectively and efficiently,
with specific organizational objectives in mind.
- Employer/Professional ERISA
Education/Speaking Engagements
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Understanding the complex issues surrounding ERISA and retirement
plans can be a daunting task. Our experts can provide educational
services to plan sponsors, fiduciaries, and other advisors on their
respective roles, responsibilities and liability.
- Advisor Services
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- As a subject matter expert, we can provide your practice with the depth
and breadth necessary to provide "full service" without the expense of
having additional professional staff. We become a seamless member of
your team, working behind the scenes - or as a visible member, to
prepare you to effectively close business, service existing clients, and
achieve your goals.
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