Plan OptimizationRetirement 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. For nearly three decades, Retirement Plan Analytics founder Todd Timmerman has consulted with more than 1,000 plan sponsor clients, delivering an integrated, best practices approach to plan optimization. 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.
