• Retirement Plan/Program Review – an in-depth and comprehensive analysis of plan features and statistics that provides an objective look at the current program as well as opportunities and recommendations to maximize that plan’s effectiveness and utilization.

• Employee Retirement Readiness Education – a basic employee workshop designed to educate employees on the major factors impacting their decisions regarding planning for retirement. Designed to overcome inertia, this 2-3 hour workshop gives employees greater confidence as well as promoting the employer’s plan. It has been proven to improve participation, deferral rates, and investment diversification. (Train-the-trainer option available.)

• Practice Specialties:

• Plan/Program Review
• Fiduciary Responsibility Consulting
• Employee Retirement Readiness Education
• Benefit Plan Design
• Cost / Expense Analysis and Management
• M&A Benefits Due Diligence
• Retirement Benefit Plan Auditing
• Benefits Payroll Deductions
• Participant Services
• Retirement Enrollment and Participation
• Vendor Management
• Reconciliation
• Benefits Communications Programs
• Benefits Data Analysis