Retirement Plan Consulting

As part of our comprehensive service, Private Wealth Advisory can review existing corporate-sponsored qualified and nonqualified retirement plans to ensure the plans are operating in a cost-efficient manner while meeting the needs of your company and plan participants. Additionally, we can help implement prudent processes to mitigate fiduciary liability imposed by ERISA.

A dedicated retirement plan specialist can:

• Evaluate your current retirement plans
• Provide consultation and recommendations for alternative plans
• Coordinate the request for proposal (RFP) process
• Assist with the creation of an investment policy statement
• Provide investment performance reporting and monitoring

Your dedicated retirement plan specialist can also design and oversee an education program for your employees, provide relevant regulatory updates, and manage the plan’s vendor relationships.