401(k) Consulting Services

  • I work with your retirement plan’s administrator to build or update your investment policy statement (IPS).
  • Build a template for your company’s 401(k) or not-for-profit 403b based on your investment policy statement that produces plan-specific investment recommendations and reports as well as fee and compliance reports all of which are now required by the government.
  • Be there when you need me — for enrollments, the continuing education of the employees, and quarterly and yearly fiduciary reviews.

How Effective Is Your Plan Management Process? 

401(k) Consulting How Effective is Your Plan Management Process?