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:

Consulting on fiduciary issues related to plan operation, including ERISA 404(c) issues.
Supporting for regulatory inquiries or audits by the Department of Labor or Internal Revenue Service.
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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