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Retirement Plan Fiduciaries

We understand that retirement plans can be a useful tool for most employers that helps them attract and retain high-caliber employees.  But being a plan fiduciary is an important responsibility that can come with certain risks to personal and business assets.  We help our clients and their retirement plan committees build out “best practices” so they can mitigate some of that risk. 

Just as important, we are passionate about helping as many people as possible retire on time and with dignity, so they can spend time with the people they love, doing the things they love. 

Consulting to retirement plans allows us to do both.

Some examples of our services include:

  • Fiduciary Education and Training
  • 3(21) and 3(38) Investment Fiduciary Services
  • Plan Design Consulting
  • Vendor Cost and Services Benchmarking
  • Recordkeeper and Investment Manager Analysis and Selection
  • Documentation of Committee Activities
  • Development of Employee Financial Wellness Programs
  • Group and One-on-One Financial Education for Employees
  • Secure Online Vault for all Plan-Related Documents

Tim is an adjunct lecturer for The Plan Sponsor University, where he educates plan fiduciaries on various topics related to plan management in two workshops per year.  Tim holds a C(k)P designation.

Tim and Colleen both hold the Accredited Investment Fiduciary designation.

For more information on services we can provide to your participants, click HERE.