Retirement Plan Consulting

  • Provide advice on Plan Design.
  • Plan documents and employee enrollment materials
  • Employee education and enrollment assistance
  • Assist with IRS and DOL audits.
  • Retirement consulting with terminated participants and retirees.
  • Interface between clients and the Plan Actuary.
  • Conduct special plan or participant benefit studies or projections.
  • Plan, amendments, terminations and mergers.