Managing and monitoring the
operational efficiency of your plan
The work we do for clients extends far beyond investment reviews. We work with you on your plan as a whole to ensure plans are compliant, consistent with compensation philosophy, and continually improving.
Strategic Goals
Fiduciary Resources
Alongside our services designed to assist plan sponsors with their fiduciary responsibilities, we create and share resources throughout the year to help you manage the challenges associated with your retirement plan benefit programs.
Retirement Plan Committee Best Practices |
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Plan Design and Oversight Client Case Study This case study spotlights our retirement plan review process. The goal of this is to improve investment performance, reduce plan expenses and improve participant outcomes. The employer’s leadership team recognized that this was a process that would impact both their oversight committee and their employees but knew that changes and improvements could be made. When it comes to 401(k) and 403(b) retirement plan governance, incremental change is often required to achieve the desired outcome. That was the case with this plan as there were several steps occurring over several years as our team and the plan sponsor worked to have a more modern retirement plan. Download our plan design and oversight case study. |
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Managing Principal
Director of Client Services
Consulant
Senior Consultant and Director of Technical Services
Only so many tasks are more difficult than finding the most suitable target date fund (TDF) series for a plan’s ... Read more
On August 19,, the Internal Revenue Service (IRS) released interim guidance (Notice 2024-63) related to section 110 of the ... Read more
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