What is Retirement Plan Consulting?
As retirement plan consultants, we work with organizations to offer a full array of services designed to successfully manage the operation and servicing of their employee qualified and non-qualified retirement plans. We help employers understand the range of retirement plans available to them and oversee the growth of plans to ensure they remain aligned with employers’ business goals and the employee’s retirement goals.
Our Philosophy
We act as a co-fiduciary with the aim to deliver the resources, knowledge and experience needed to enable employers to make the right investment decisions for their employees and their company. We are also committed to implementing a process to enhance fiduciary oversight.
Our Services
At Robertson Stephens, we provide our clients with independent guidance on all aspects of plan operations and servicing. Our approach positions us to help employers reduce and control plan costs, increase participation and contribution rates, minimize fiduciary liability, and offer appropriate investment alternatives.
Additional Services Include:
Vendor Management & Selection
3(21) FIDUCIARY SERVICES
FIDUCIARY
TRAINING
INVESTMENT SELECTION &
MODEL
PORTFOLIOS
EMPLOYEE ENGAGEMENT
FEE
BENCHMARKING
NOn-QUALIFIED EXECUTIVE
BENEFITS
INVESTMENT
POLICY
DEVELOPMENT & REVIEW
INVESTMENT PERFORMANCE REPORTING & MONITORING
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