Defined Contribution Services

You know and understand your population. Knowing what is important to them and finding a way to successfully align those needs with those of your organization is paramount.

We provide consulting on every facet of the 401(k) plan including:

  • Request for Proposal for Vendor Search;
  • Assistance in Vendor Selection and Management;
  • Detailed analysis of defined contribution vendor fees for transparency, investment, record keeping, and other components and consulting related thereto;
  • Benchmarking and evaluation of Best Practices and Performance Guarantees;
  • Specialized studies of transitions from defined benefit to defined contribution programs.

From start to finish, we our team works with and guides your organization through the various steps needed to find the best 401(k) plan solution possible.