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, the design of retirement plans
requires professional guidance and thoughtful deliberation on the part
of the client.
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.