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Retirement Plan Consulting Services

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  3. Retirement Plan Consulting Services

Retirement Plan Consulting Services

Retirement Plan Analytics is committed to providing you and your plan participants with objective, results-oriented guidance across the full range of your retirement plan needs.  Retirement Plan Analytics helps plan sponsors put the tools, processes, and organizational structures in place that lead to well-informed decisions that help drive desired results for the plan and its participants.

Retirement Plan Analytics Consulting Services include:

  • RFP/provider search and analysis coordination
  • Contract review and negotiation assistance
  • Retirement plan health check - plan metric comparison tool - Industry benchmarking on plan metrics
  • Cost analysis and fee benchmarking (fund line-up comparison; fee comparison; expense analytics)
  • Participant behavioral analysis
  • Expense collection consulting
  • Investment fiduciary guidance
  • Plan governance education
  • Compliance review
  • Fiduciary vault to support storage of vital documentation
  • DB plan management
  • DC plan redesign assistance 
  • Impact of legislative changes
  • Deferred compensation

Learn how Retirement Plan Analytics’ consulting services can help optimize your retirement plan.

Plan Optimization

10706 Sikes Place, Suite 125   |  Charlotte, NC 28277  |  P: 980-999-2118

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Retirement Plan Analytics, a separate entity.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, ID, IN, KS, KY, MI, MO, NE, NJ, NY, NC, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY

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