Defined Contribution 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 plans.
Our capabilities include:
- Plan design and implementation for 401(k) and other defined contribution plans
- Mergers and Acquisitions - due diligence and retirement plan conversion
- Plan Compliance Reviews - review plan operations for compliance with ERISA and plan documents
- Plan Conversion and Plan Merger Project Management
- Nondiscrimination Testing for qualified defined contribution plans, e.g., ADP/ACP testing, QSLOB testing
