Consulting and Plan Design
Our expertise in a wide variety of areas allows us to consult on all aspects of a retirement plan. We can assist a Plan Sponsor from everything to adding value to the structure and design of a plan to helping them avoid some of the common pitfalls of fiduciary exposure. These services include:
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Consulting on fiduciary issues related to plan operation, including ERISA 404(c) issues.
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Supporting for regulatory inquiries or audits by the Department of Labor or Internal Revenue Service.
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Assisting the Plan Sponsor with implementation of internal procedures necessary for the operation of a successful retirement plan.
Please contact us for more information. | 
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