Defined Contribution: Consulting Services

Our clients have on-demand access to our consulting group. Our approach is straightforward. Answering questions from our clients and their advisors is included in our basic fee. If research is required, we always obtain fee approval before beginning our work.

Our service philosophy is to focus on each client's needs and customize on an individual basis whenever needed. Examples of some of our consulting engagements include:

• ESOP Repurchase Liability Studies

• Plan Design Feasibility & Projections

• Participant Communication Strategy and Implementation

We continuously keep you abreast of the latest in regulatory changes and customize impact studies where applicable.