Retirement Plan Consulting
School districts and administrators face a number of challenges regarding their benefit plans, such as time, costs, liability, and fiduciary responsibility. They seek a trusted advisor to help with the complex elements of retirement plan management.
Our technical knowledge of 403(b) 457 plans allows us to address plan design issues, perform plan and cost analyses, and present a custom solution designed to fit a school district’s objectives. Beyond developing a plan, we also strive to minimize the work administrators have to do. We offer a number of plan level services that cover all angles of efficient retirement plan management. Working with qualified and experienced third party administrators and partnering with leading custodians and record-keepers, we help you monitor the plan regularly, benchmark, and offer employee education.
With an efficiently designed retirement plan, school districts have the opportunity to help education professionals save and plan for retirement. Beyond assisting school districts with the implementation and management of benefit services, we also work individually with education professionals to provide a wide range of financial planning services.