• Advise  tax exempt and governmental organizations on the unique issues related to designing, modifying and maintaining their retirement plans, particularly focusing on 403(b) and 457 plans.
  • For  plan sponsors, we provide compliance, technical and educational assistance focused on staff development, and updated materials in response to the ever changing highly regulated retirement plan environment, including:
    •  Examination and harmonization of existing plan documents;
    • Identification of roles and responsibilities as a fiduciaries under regulatory guidance and prudent best practices
    • Comprehensive review and reporting of operational practices, and making specific recommendations for improvement and steps necessary to correct or remediate areas of non-conformity
    • Guide and assist through implementation of improved policies, practices and documenting procedures
    • Design, implement and support governance structures to increase protection for employer and related board members.
  • For professional service provider staff we:
    • Review, develop and support service provider compliance procedures
    • Provide expert technical support in dealing with their clients’ complex plan issues
    • Provide technical training and support
  • Counsel employers and service providers on the provision of lifetime income from retirement plans.
  • Expert support and counsel in the development and implementation of retirement products and services.
  • Provide solutions related to complex prohibited transaction and fiduciary issues.