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Employer Retirement Plan Consulting

Employer Retirement Plan Consulting

The design and management of a successful employer retirement plan functions best as a collaboration of internal and external resources, and it’s no place for beginners. Working with an experienced professional can help you achieve optimal results and a robust offering that helps support your brand and define your culture.

Plan Level Investment Services

  • Serve as investment co-fiduciary
  • Review Plan’s investment objectives
  • Assist in development of investment policy statement
  • Provide investment monitoring and reporting

Participant-Level Services

  • Provide investment education to participants 
  • Plan information 
  • General financial and investment information 
  • Asset allocation models 
  • Investment Advice

Plan Operation-Related Services

Plan Committee Services
  • Review governance and structure
  • Provide fiduciary education
  • Develop and maintain fiduciary file
Bonding-Related Services
  • Review ERISA fidelity bond
  • Review fiduciary insurance policy
Plan Administrative-Related Services
  • Review ERISA Section 404(c) compliance
  • Analyze Plan design
  • Provide ongoing support for Plan operation

Plan Operation-Related Services (continued)

Provider Oversight-Related Services
  • Periodic benchmarking of fees, services, and investments
  • Support contract negotiations with administrative service provider(s)
  • Provide service provider transition and/or Plan conversion support

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More About Legacy Planning Services

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Our team, is your team… helping you manage your global affairs so you can spend more time on the relationships that matter most.
It’s more than money management, it’s an action plan to help you meet your goals.

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