Services for Corporations

Corporate governance, fiduciary standards, efficiency—we can help.

We’ll work as your partner to help you get it right and get it done.

401(k) Plan Advisory

We want to be your 401(k) Plan Advisor. We work as an extension of your HR team to protect your time and handle things like:

  • Annual Fiduciary File
  • Fiduciary Fitness Program
  • Ongoing Plan Review
  • Education for Plan Sponsors – DOL Audit Process
  • Participant Engagement

Defined Benefit Plan Management

Benefit planning can be complicated and time consuming. Let us help take some of that pressure off of you and lead efforts like:

  • Asset Liability Modeling
  • Asset Allocation
  • Liability-Driven Investment Analysis
  • Cumulative Services – Pension Protection ACT (PPA) Funding

Non-Qualified Plan Management

We have a tested process for coordinating the design, administration, funding and implementation of Non-Qualified Executive Benefit programs. We can take a lot of work off your plate and help you:

  • Retire your key executives. Our plans often include an accumulation strategy to help your executives work towards a more secure retirement.
  • Account for the constraints executives encounter in qualified benefit programs and retirement plans.
  • Stay current with legislative compliance.
  • Manage the asset/liability relationship.
  • Walk your executives through how to make the most of their benefit plans.

Company Ownership Capabilities

Details become very important when it comes to offering ownership options to employees. These options come in many sizes, and we have experience in all of them.

  • Employee Stock Ownership Plan (ESOP)
  • Business Succession Planning
  • Buy/Sell Planning

Your partner, steward, advocate, and champion.

Schedule a consultation.