Our services are designed to ultimately provide an organization with a comprehensive retirement and financial planning education program, tools and resources for their employees over the span of the employee’s working lifetime.
These services include:
Retirement Planning seminars for older employees
Financial Education seminars for younger employees
Quarterly financial articles or newsletters
Periodic short presentations on topical issues
Savings and decumulation strategies
Online library of material and resources
Our governance consulting practice provides an independent and unbiased perspective on your governance structures, practices and service providers.
These services include:
Education of Boards and Pension Committees
Independent Chair or member of Pension Board
Assistance with Mergers & Acquisitions
Governance structures & practices
Benefit plan audits
Aid with advisor selection tender process