PRACTICE AREAS

Plan Consulting

Corporate retirement plan consulting is both an art and science. It requires years of experience, technical expertise, and the ability to creatively combine both to derive the optimal solution.

Plan consulting services we provide include:

• Help plan sponsors formulate retirement plan objectives
• Benchmark current defined contribution and/or defined benefit pension plan design
• Conduct cost/benefit analysis of current plan(s) vs. alternatives
• Audit plan operations and administrative processes for compliance
• Review plan reporting and testing requirements for accuracy
• Analyze all components of fees for investments, custody, and third party services
• Audit plan for compliance with ERISA section 404(c)
• Conduct compliance review of fiduciary governance requirements of ERISA
• Advise on retirement plan legislative and regulatory matters