Consulting Services - Your Objectives, Realized.

Our consulting staff has expertise in business intelligence, cloud technology, ERISA plan compliance resolution, retirement plan benchmarking and fee analysis, retirement plan design, and organizational behavioral inclination assessments. Our consultative engagements adhere to established project management principles, which are designed to meet each client's unique objectives.

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Our Project Management Approach

Identify / Define / Explore
Design / Develop / Research
Deliver / Implement

Retirement Plan Consulting

Is your company focused on the right things with its retirement plan? Maybe you monitor plan fees and investment returns, but are your employees on track to retire? How much does it cost your company if employees delay retirement because of inadequate retirement savings?

"The retirement landscape is shifting dramatically, making the outlook for retiring Baby Boomers and Generation Xers far less sanguine than for current retirees. 50% of households are 'at risk' of not having enough to maintain their living standards in retirement."

National Retirement Risk Index (NRRI) Center for Retirement Research at Boston College

Our retirement plan consulting team designs outcome-oriented plans for employers. Our advanced analytics can monitor what percent of your employees are on track for successful retirement outcomes. We can share these analytics with employers during retirement plan reviews, so you know exactly how successful your plan is. After all, why would you even have a plan if it doesn't work?

Plan Intelligence Advanced Analytics

Our Plan Intelligence advanced analytics tells responsible plan fiduciaries whether plans are meeting key success metrics.

Participation Analytics
Retirement Plan Participation Advanced Analytics
Participation Trends
Retirement Plan Participation Trends Advanced Analytics
Retirement Savings Adequacy
Retirement Plan Savings Adequacy Advanced Analytics

How Much Should You Save for Retirement?

The below table indicates how many times your annual salary you should have saved toward retirement at different ages. As an example, a person age 45 earning $60,000 annually should have saved $240,000 toward retirement. Are you on track?

Age 30
Age 35
Age 40
Age 45
Age 50
Age 55
Age 60
Age 65