DC Plans are the most critical part of most employees' retirement security. However, they are at the center of ongoing scrutiny, legislative and regulatory changes, including: fee disclosures, investment performance, participant advice, definition of who is a fiduciary, participant notification requirements, and more.
These plans are complex and demand a high level of specialized knowledge and technical expertise. We understand how all aspects of a Defined Contribution plan work together to impact fiduciary risks, compliance, expenses, and overall plan success.
Our DC Plan consulting and advisory services address the six major risk areas related to fiduciary responsibilities. Because these areas are our specialty, we keep current on all these issues. With our experience and unique knowledge, we have developed a comprehensive fiduciary process that enables employers to achieve ongoing, measurable improvements across all aspects of their retirement plan(s).