Retirement Plan Services

Effective Solutions

Every plan sponsor has unique goals and objectives. As your dedicated consultant, Retirement Design Group will create an ongoing service plan specific to your needs.

The process begins with a thorough review of your plan, making sure fees are commensurate with the service being provided. On an ongoing basis, we will examine your plan design and create strategies to improve participation and operational efficiency.

• Vendor benchmarking analysis
• Plan conversion guidance
• Plan design analysis
• Annual plan review

Investment Due Diligence

As the sponsor of a retirement plan, it is critical for employers to develop and maintain investment due diligence procedures and supporting documentation. Retirement Design Group will work with you to develop and maintain the plan’s investment strategy. The result is confidence that your plan’s investments are diversified, well managed and meet the stated objectives of your INVESTMENT POLICY STATEMENT.

• Investment Policy Statement
• Annual investment review
• Fund monitoring

Employee Communication & Education

Retirement Design Group’s employee education is a process, not a one-time event. Employee understanding and appreciation is perhaps the most important factor in the success or failure of your company’s plan. We are there to answer participant questions and help them toward their retirement goals.

• On-site enrollment workshops
• Investment education seminars

Commitment

As your consultant, Retirement Design Group will provide a written agreement detailing the specific services provided. This way, clients can periodically compare the written "promise" with the actual "delivery" of those services. We are proud of our reputation for outstanding customer service and will work hard to develop a strong and lasting partnership.