Plan design
The right plan type and features for your business: 401(k), Safe Harbor, SIMPLE or SEP, matching and vesting.
Home / Business owners
Retirement-plan consulting
401(k) and retirement-plan consulting for small businesses.
A good retirement plan helps you hire, keep your people and save on taxes. Running one well takes time you don’t have. We handle the design, the investments and the employee education, and help you meet your duties as plan sponsor.
What we do
Start a plan, or fix the one you have.
Whether you’re offering a plan for the first time or suspect your current one costs too much and does too little.
Provider selection
We help you compare recordkeepers and administrators on cost and service, and set the plan up.
Investment lineup
A low-cost, diversified menu selected against a written investment policy, then monitored on a schedule.
Co-fiduciary support
Help meeting your responsibilities as plan sponsor, with the documentation to show your process.
Employee education
Plain-English enrollment and education sessions so your team uses the benefit you’re paying for.
Ongoing reviews
Regular reviews of the lineup, fees and participation, with changes recommended when they’re warranted.
For the owner
Your own retirement, too.
The company plan is often the biggest piece of an owner’s own retirement. We can plan for you personally, including your exit, alongside the plan for your team.
- Small businesses thinking about a first retirement plan
- Owners with an existing plan that hasn’t been reviewed in years
- Companies that want better participation from employees
- Owners who want documented, prudent oversight of the plan’s investments
Retirement-plan consulting fees are quoted per plan, based on size and scope, and set out in a written agreement before work begins.
Next step
Let’s look at your plan.
Start with a short conversation about your business and your team. If you have a current plan, bring the most recent fee disclosure and we’ll tell you what we see.