Employer Retirement Plan Consulting

Services › 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

Latest News

June 9, 2025
Retirement Planning Services

Employee Benefits Trends

By: Brendan P. Speers, AIF®, CPFA

May 26, 2025
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Employee Benefits to Help Motivate Your Workforce

By: Brendan P. Speers, AIF®, CPFA

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Education, Retirement Planning Services

Understanding Student Loan Matching Programs

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More About Legacy Planning Services

Business Owner Services

Take your next steps, down the path that does more for you and your business.

Family Office Services

Our team, is your team… helping you manage your global affairs so you can spend more time on the relationships that matter most.

Financial Planning

It’s more than money management, it’s an action plan to help you meet your goals.

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Horsham

110 Gibraltar Road, Ste 227 Horsham, PA 19044

West Chester

228 W Gay Street
West Chester, PA 19380

Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Employer Retirement Plan Consulting