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Retirement Plan Consulting

Our approach to retirement plan consulting helps our clients improve business performance by maximizing the value and potential of their human capital assets while managing the related costs and risks associated with providing retirement plans. We deliver strategic consulting services for both defined contribution and defined benefit plans. Our capabilities include:

  • Plan design and implementation for 401(k) and other defined contribution plans, including Employee stock ownership plans (ESOPs).
  • ERISA/Litigation Support - expert witness services
  • Revenue sharing recovery - know what fees your plan is generating for your service providers
  • Mergers and Acquisitions - due diligence and benefits integration
  • Vendor Search and Selection
  • Vendor Management
  • Plan Compliance Reviews - review plan operations for compliance with ERISA and plan documents