Corporate Service
Retirement Plan Consulting (401k Management)
Fiduciary oversight and strategic design of corporate retirement plans.
How We Help
- 1
Optimize plan architecture — selecting the right plan type (401k, 403b, profit-sharing, cash balance) and structuring matching formulas that maximize tax benefits for owners while meeting compliance requirements.
- 2
Benchmark fees annually against industry standards — ensuring participants aren't losing retirement savings to excessive fund expenses, recordkeeping costs, or hidden revenue sharing.
- 3
Provide employee financial education that directly supports workforce wellbeing — going beyond generic fund selection guidance to address the Financial Security element that drives retention and productivity.
Connected to the Human Wealth™ Ontology
This advisory focus area connects directly to the following components of the Human Wealth™ framework.
Element
Structural Capability
Access to the infrastructure of competence — financial literacy, career education, and mentorship. Ensures the Human Asset does not depreciate in a changing economy.
Element
Financial Security
The capacity to absorb financial shocks and meet lifestyle needs without existential stress. Combines high-liquidity defenses with long-term solvency, providing the 'License to Chill' required for higher-order thinking.
Ready to get started?
Let's build a plan that accounts for the whole picture.