Plan Compliance

In the world of retirement plans, only one thing seems certain, change is constant. Historically, Congress has regularly passed new legislation making it critical for Plan Sponsors to make sure that the legal, compliance and design aspects of their plan are current. We can help review the design and operational features of your company's plan. We can assist plan fiduciaries through the effective use of investment committee training, plan governance support, provider monitoring, and general plan oversight assistance.