Retirement Plan Expertise

We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction.

In addition to investment design and manager selection and monitoring, we have deep experience in the implementation of 401(k) plan features that are commonly of interest to committees. These features include:

  • Total cost benchmarking
  • Automatic enrollment
  • Automatic escalation
  • ROTH options
  • Dynamic target date strategies
  • Collective investment trusts
  • Directed brokerage

We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction. This process is part of our ongoing quarterly review meetings. We proactively target topics for education, while also addressing specific committee questions regarding topics you may be evaluating as a committee prior to our engagement.

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