Retirement Plan Consulting
Our retirement plan consulting services are designed to help plan sponsors at small to mid-size businesses select, implement, monitor, and manage effective 401(k) and 403(b) savings and retirement plans that are geared towards providing optimal benefits to your employees while seeking to protect you from fiduciary and regulatory risk. If you are considering the Colorado SecureSavings Program, we should talk because you will be able to save significantly more with a properly designed plan.
We also can provide the education your employees need to help them make the best possible decisions concerning their retirement accounts.
Our combined team can help protect you from risk by serving as a legal advocate for the plan and your company, coordinating with your plan custodian and record keeper/CPA to:
Set up and convert your plan(s)
Draft an effective Investment Policy Statement (IPS)
Select appropriate investments and asset allocation for your plan
Organize group enrollment/education meetings for plan participants
Monitor investment performance and recommend changes when needed
Meet regularly with the plan sponsor and provide written fund monitoring information
Promote compliance with Department of Labor plan-related standards