401(k) Advisory & Consulting Services for Employers
Your retirement plan doesn’t have to be one more thing you’re trying to manage.
There are a lot of moving pieces to a workplace retirement plan — and a lot of people involved in keeping one running.
We help employers understand what they have, what may need attention and what makes sense for the business they’re building.
Sometimes that means working with us as your ongoing Retirement Plan Advisor. Other times, you just need help with a specific project.
Two Ways to Work With Us
Ongoing 401(k) Advisory
For companies looking for an ongoing relationship, we help manage the bigger picture.
That can include plan design, fiduciary and investment support, provider coordination and employee education. We also look beyond what your company needs today. Where are you growing? What are you trying to accomplish? And will the plan you have now still make sense when you get there?
We don’t assume you need to change providers to work with us. Sometimes you do. Sometimes you don’t.
First, we figure out what you actually need.
UNDERSTANDING 401(k) ADVISORS →
Project-Based Consulting
Maybe you aren’t looking for a new advisor.
You just need help with a recordkeeper search, provider evaluation, plan review or another specific retirement plan project.
We can work with employers on a project or flat-fee basis when that makes more sense.
Who Does What in a 401(k)?
This is one of the questions we hear all the time.
Your advisor, recordkeeper, TPA, payroll provider and investment providers may all play a role — and those roles aren’t always obvious.
Part of our job is helping you understand who is responsible for what and making sure the pieces work together.
UNDERSTANDING 401(k) SERVICE PROVIDERS →
Education Is at the Core of Everything We Do
We believe people make better decisions when they understand a little more about what they’re deciding.
That applies to the people responsible for running the plan and the employees participating in it.
EXPLORE EMPLOYEE EDUCATION →
Not Sure What You Need?
That’s actually a perfectly good place to start.
Tell us what’s going on with your 401(k). We’ll ask questions, figure out what you’re trying to accomplish and go from there.
Frequently Asked Questions
Do we have to change our recordkeeper to work with you?
No. We can work with your existing providers when they’re still a good fit. We don’t recommend changing something simply for the sake of changing it.
Can we hire you for just one project?
Yes. Some engagements can be structured on a project or flat-fee basis, including certain provider searches and plan reviews.
Do you work with employers nationwide?
Yes. We work with employers across the country. Where your company or employees are located doesn’t have to limit who you choose to work with.
Do you provide employee education?
Yes. Education is part of our ongoing advisory relationships.
LEARN MORE ABOUT EMPLOYEE EDUCATION →