Retirement Consulting

We can help you sort through the seemingly endless choices in retirement programs to create a retirement program that aligns with your corporate objectives and helps employees meet their individual goals. Part financial experts, part strategists, part analysts, and part communicators, we address all aspects of your employee retirement plans: investments, legislation, compliance, cost control, reporting requirements, ethics, and more. We’ve got a big-picture view of the future, a thorough understanding of the retirement plan environment, and the right tools and resources to help you build and maintain a well-planned retirement strategy.

We can help you sort through the seemingly endless choices in retirement programs to create a retirement program that aligns with your corporate objectives and helps employees meet their individual goals. Part financial experts, part strategists, part analysts, and part communicators, we address all aspects of your employee retirement plans: investments, legislation, compliance, cost control, reporting requirements, ethics, and more. We’ve got a big-picture view of the future, a thorough understanding of the retirement plan environment, and the right tools and resources to help you build and maintain a well-planned retirement strategy.

Retirement-Consulting Services

    • Fiduciary process management and risk mitigation*
    • Plan consulting
    • Plan design
    • Plan integration and transition
    • Plan enhancement
    • Retirement-plan governance
    • Compliance services
    • Investment selection, monitoring, testing, and advice
    • Participant-education management
    • Forensic-fee audits
    • Fee benchmarking
    • Tax reporting
    • Actuarial services

*Although fiduciary risk cannot be totally eliminated, we will aid in the process of mitigating that risk.

Retirement-Consulting Products

Qualified Plans

401(k) Plans

  • Safe Harbor Designs
    Safe Harbor plans eliminate the need for nondiscrimination testing.
  • Roth Feature
    A Roth 401(k) feature can be included in your plan to enhance the benefits to your employees.
  • Self-Directed Accounts
    Self-directed accounts can be set up and maintained within the plan, offering participants a choice of any stock, bond, or mutual fund combination.

403(b) plans

457 plans
Defined benefit plans
Cash-balance plans

Money purchase plans

Non-Qualified Plans

Mike Weintraub

President, Retirement Division

(925) 407-0412   

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