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Retirement Plan Consulting

Design It Right. Run It Clean. Get Employees to Use It.

A great plan isn’t the one with the fanciest features—it’s the one that’s well-designed, well-run, and well-understood.

We help business owners and plan sponsors build and oversee retirement plans that support employees, reduce fiduciary risk, and stay operationally clean—without creating more admin headaches.

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A plan you can feel confident about—on paper and in practice.

Most retirement plans don’t need a total overhaul. They need the right strategy, tighter oversight, and a process you can defend.

Plan Design & Strategy

We align plan features to your goals and workforce—so the plan works better for the people you actually have.

  • Eligibility, match formulas, vesting
  • Auto-enrollment & auto-escalation strategy
  • Owner-focused plan design opportunities
  • Participation and savings rate improvements

Fiduciary Oversight & Investment Monitoring

We help you run a prudent, repeatable process—so you’re not guessing and you’re not exposed.

  • Investment lineup reviews and monitoring
  • Fee and vendor benchmarking
  • IPS support and committee governance
  • Meeting support and fiduciary documentation

Plan Operations & Compliance Support

We keep the plan running clean—because small issues become expensive issues when ignored.

  • Support for annual testing and operational best practices
  • Vendor coordination (TPA, recordkeeper, payroll)
  • Plan corrections guidance (when needed)
  • Ongoing process improvements


Financial Wellness & Employee Engagement

When employees understand the plan, they use it.

  • Group education (plain English, not jargon)
  • 1:1 retirement coaching sessions
  • Enrollment and re-enrollment campaigns
  • Communication strategy that actually drives action

Want a quick, clear starting point?

If you’re not sure what needs improving, we can start with a Plan Snapshot & Operational Benchmarking Report—so you can see what’s working, what’s not, and where the biggest opportunities are.

Includes:

  • Plan health check (participation, deferral behavior, design features)

  • Fee and service benchmarking

  • Operational flags and improvement opportunities

  • A short list of high-impact next steps

Send Us Your Plan's Name & ID Number and You're Done.

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What It’s Like to Work With Us

A simple, repeatable process—built for plan sponsors

1.) Review & Diagnose

We review your plan documents, vendor structure, fees, and plan health metrics.

2.) Strategy & Recommendations

You get clear recommendations—plan design improvements, vendor/fee opportunities, and an oversight plan you can execute.

3.) Implement & Coordinate

We coordinate with your recordkeeper, TPA, and payroll to put changes in place smoothly.

4.) Ongoing Oversight

Quarterly or semi-annual reviews, investment monitoring, fiduciary support, and employee engagement—so the plan stays strong year after year.

Who This Is For




This is a great fit if…

Participation is flat (or employees aren’t contributing enough to matter)

This is a great fit if…

Your plan keeps failing testing—or feels like it’s headed that way

This is a great fit if…

Fees feel unclear, high, or hard to justify

This is a great fit if…

You want stronger fiduciary documentation and a cleaner process

This is a great fit if…

Your employees need guidance (and your HR team can’t be the “retirement help desk”)

Let’s make sure your plan is doing what it’s supposed to do.

Whether you need small upgrades or a full strategy reset, we’ll help you build a plan that runs better—and feels easier to manage.

Schedule a Consultation