Consulting
Strategic Solutions for Plan Sponsors and Financial Advisors
Transform your approach to corporate retirement planning with a partner who not only brings years of expertise to the table but also understands the evolving landscape, offering tailored solutions that align with your unique objectives. Since 2017, I have honed my expertise in consulting, collaborating with financial advisors seeking to provide expert advice on their clients’ retirement plan needs.
Specializing in 401(k)s, alongside the rising popularity of cash balance plans and non-qualified plans, I offer flexible solutions tailored to your unique requirements — whether your needs are ongoing or a one-time fix.
• Plan Design — I work closely with plan sponsors and business owners to design 401(k) plans that align with the company’s goals and objectives. From contribution structures and investment options to plan features, I provide expert guidance throughout the design process, ensuring final decisions are made collaboratively with the retirement plan committee.
• Compliance Guidance — Navigating the intricate regulatory landscape set by the IRS and DOL, I offer essential guidance to plan sponsors and employers. My commitment is to keep your plan compliant, providing clarity on complex regulations and ensuring your retirement plan operates seamlessly within legal boundaries.
• Vendor Selection — Choosing the right service providers is key to the success of your 401(k) plan. I guide plan sponsors in the selection and evaluation of third-party administrators (TPAs), record-keepers, and other service providers. This ensures a robust infrastructure that supports the efficiency and performance of your retirement plan.
• Employee Education — Education is at the core of my consulting approach. I offer comprehensive educational sessions to employees, empowering them with knowledge about the 401(k) plan, its benefits, and informed investment decision-making. From retirement planning to investment strategies, my goal is to ensure participants feel confident and informed about their financial future.