Qualified Retirement Plan Advisory Services for 401(k) and 403(b) Plans
Today’s heightened fiduciary standards and regulations have raised awareness about the responsibilities involved in offering qualified retirement plans. LarsonAllen’s co-fiduciary services can help you meet these new standards.
What's on your mind?
- New U.S. Department of Labor (DOL) regulations
- Meeting your fiduciary responsibilities as a plan sponsor
- Measuring your plan’s effectiveness against industry peers
- Making sure current service providers don’t have conflicts of interest
- Competitive plan options and services at a reasonable price
- Helping your employees meet their retirement goals
- Designing a plan to maximize contributions
Retirement plan services to get you started
- Investment policy statement development
- Investment fund research and recommendations
- Quarterly fiduciary book with recommendations and reviews on fund offerings
- Employee retirement education meetings
- Trustee meetings and documentation for a fiduciary file
- Fee transparency and disclosure
- Benchmarking analysis of plan effectiveness
A noticeably different experience
Much of your employees' future hinges on the effectiveness of your retirement plan. LarsonAllen can serve as an objective advisor to your plan’s sponsors. We help you fulfill your fiduciary responsibilities by assuring that your plan complies with all requirements from an investment perspective. Our professionals provide a consultative approach solidly grounded in years of experience. They are paid a salary and don’t have product- or service-based incentives. Our advisors only objective is to provide solid financial insights and noticeably different service. Our clients enjoy the benefits of a strong team of financial advisors who understand that behind the regulations surrounding retirement plans are people.
Contact us for more information.