Services - Consulting

Overview | Plan Design | Administration | Compliance | Consulting

As retirement plan consultants, we also provide a range of non-standard administrative services for the plan, including but not limited to the following items:
  • Benefit and cost analysis
  • Tax benefit analysis
  • Deferred compensation analysis
  • Eligibility and distribution studies
  • Assist with Plan Installation/Asset Transfers
  • Assist with IRS and DOL audits
  • Technical assistance to attorneys
  • IRS qualification and submission services
  • Employee communications
  • Plan Amendments
  • Benefit comparisons and projections
  • Consultation with trustees, committees or executives
  • Employee benefit program review
  • Acquisition, merger and spin-off studies
  • Community property retirement benefit valuations