Retirement Plan Administration & Fiduciary OversightA robust retirement plan and an experienced partner to run it.

We’ll run your plan, so you can run your organization.


As a plan sponsor, you want to do right by your participants—to deliver the best options and the best experience possible. But you also bear a very real fiduciary responsibility. You must ensure your plan offers quality investments, reasonable fees, and good participant information—while also staying legally compliant. If you’re like most employers, this is not your core expertise. But it is ours. From administration and monitoring to reporting, and from benchmarking and education to compliance, we can alleviate these burdens so you can stay focused on growing the business.

Plan administration and fiduciary services include:

  • Investment monitoring and reporting
  • Monitoring of service providers
  • ERISA compliance
  • Regular plan sponsor meetings and communication
  • Vendor transition support
  • Comprehensive plan benchmarking
  • Annual analysis of plan fees and costs
  • Communication of regulatory and legislative updates and changes
  • Plan committee guidance, support, and training
  • Fiduciary education
  • Participant education and communication