Retirement Plan Consulting

Retirement Plan Consulting

Since many of our clients own a practice or small business, we offer consulting on the design, installation and maintenance of certain retirement savings vehicles such as 401(k) plans and SEPs.

What Is Involved?

  • Plan Design Consulting
  • Participant Advice & Education
  • Fiduciary Oversight
  • Operational Support
  • Plan Benchmarking
  • Documentation & Recordkeeping

Steve McLean

Steven McLean AIF® – President

Brannon Hertel

Brannon Hertel AIF® – Financial Advisor