All of our services are available as stand-alone consulting services to target a particular need. In addition, we provide special project services to help you work through or manage a change in your plan.
Something is wrong (and there's a long explanation). We'll identify how to make it better.
Identify and compare fees you pay and service you receive versus similar plans
Assist with your defined benefit plan
Handle the RFP process and assist with selecting a winner
Examine prudent processes, identify areas to improve and best practices to save time
Help employees understand, appreciate, and use the plan through strategic communications and onsite meetings or webinars
Review investment policy and perform investment due diligence
Search for or examine specific investments, such as Target Date or Stable Value offerings