plan for the success of your plan participants

As a fiduciary on a retirement plan, you face complex responsibilities. Your challenges include having to hire a capable third party administrator, ensuring that the plan is operating in accordance with law, in addition to developing a process to select and monitor appropriate investment options to ensure plan participants have suitable options available to them to meet their retirement goals.

Plante Moran Financial Advisors offers decades of experience in investment consultation. We can assist in developing a process to assist you in meeting your fiduciary responsibilities that will offer your plan participants the resources to help them thrive far into retirement.

We are dedicated to assisting plan sponsors perform the fiduciary duties required by ERISA, and our investment consulting expertise includes:

• Investment Consulting
• Fee Analysis and Full Disclosure
• Assistance with Selection of Third Party Administration
• Fiduciary Training and Compliance
• Employee Education/Enrollment Meetings
• Setting Goals and Objectives

Customized Solutions

We offer you a broad selection of solutions that are customized to your organization. If you’re trying to encourage participants to maximize deferrals; or you’re looking to tailor or plan’s mutual fund options to meet participants’ investment goals and objectives, we can assist you in finding the right solutions for your needs—everything from setting goals and objectives to selecting and monitoring investment options.

Our client focused approach will help you and your participants gain confidence that your plan is operating in accordance with your goals and objectives.