401K/Retirement Plan Consulting
We offer objective advice, custom products, quality service, and practical ideas about qualified retirement plans. Particularly today, with the complexities of new pension laws, and the desire of employers to hire and retain valuable employees, more employers are seeking professionals with proven experience and knowledge. Employers now appreciate advisors who pursue the right course of action: analyze, design, and then act.
Benefits Advisory Group offers comprehensive and sophisticated capabilities in all aspects of qualified retirement plans. Working closely with our clients, we help them to set their retirement plan objectives, review existing plans, and/or design a new retirement program to help them achieve their goals.
We design all types of qualified retirement plans, including:
Plan Design
- SIMPLE Plans
- SEP/ IRA Plans
- 401K Plans
- Profit Sharing Plans
- Target Benefit Plans
- Defined Benefit Plans/ Cash Balance Plans
- ESOP Plans
Services
- Investment Policy Review and Management
- Vendor Resource Analysis
- Plan Resource Allocation
- Assessment of Fiduciary Prudence
- Expense Analysis
We serve employers ranging in size from one employee to several thousand employees. We assist fiduciaries in fulfilling their ERISA mandated responsibilities. With increasing participant litigation, as well as increasing audits conducted by the Department of Labor (DOL), our clients understand the value of experts in the ongoing operation of their retirement programs.