Qualified retirement plans are joining the ranks of complex programs for employers. Vendor and brokerage fees are often times unreasonable and fiduciary responsibilities are very real. As with medical care plans, it is certainly no “I’ll take that plan” process. Sponsoring employers must demonstrate meticulous due diligence and be ever vigilant.

Our qualified plans team is completely independent and objective in vendor evaluation; we have no axe to grind with any vendor. Applying a best practices approach to plan monitoring and documentation ensures our client programs meet their compliance requirements and fiduciary obligations. Led by our Vice President, Qualified Plans Consulting, the team manages programs and vendors to support our client’s overall corporate strategy.

Integrated Services:

• Actuarial & Compliance
• Communications
• Due Diligence