Make Decisions with Experienced and Objective Advice

With the rapidly changing landscape in the retirement plan industry, it’s becoming increasingly challenging for companies to manage the complexities of the retirement plans they sponsor.

Because plan sponsors’ responsibilities are constantly evolving, it’s important to know how to satisfy the fiduciary and regulatory requirements while ensuring that your plan is effective in helping employees prepare for retirement.

With our affiliate, BerryDunn, we have the expertise to help you evaluate all aspects of your retirement plan, including plan design, investments, plan benchmarking, and, most important, whether it is designed to help participants enjoy a successful retirement. We can provide a plan checkup or the full spectrum of retirement plan services, including:

  • Optimizing plan design
  • Selecting and monitoring investments
  • Providing customized employee education
  • Contractual sharing of your fiduciary obligations
  • Helping you to stay current on regulatory developments
  • Preparing signature-ready Form 5500s
  • Assisting with DOL and IRS audits

We can provide clarity and help you gain control of your retirement plan in this rapidly changing environment.