By far, the fastest-growing area of retirement plan litigation involves operational failures. We provide our clients in-depth reviews of their process to help protect the plan and its fiduciaries.
Second opinion “Design Review” determines the best plan design to fit the client’s needs.
Benchmarking – ERISA requires that plans do not pay unreasonable fees. We provide detailed studies, by plan function, to determine if plan costs and services are market price competitive against a peer group database which helps fiduciaries perform their duties and protects them from the personal liability that accompanies these duties.
Some of our clients retain us just to provide unbiased Plan & Investment education to participants. This provides a much needed service to participants, while assisting and protecting the fiduciaries in the performance of their duties.