Our team of retirement plan consultants are well-versed in plan design options, administrative operations, industry best practice standards, and regulatory requirements for both qualified and non-qualified retirement plans. We leverage our expertise to ensure your plan is designed to meet the needs of the organization and its employees.
Given the complexity of the various rules and regulations applicable to employer-sponsored benefit programs, mistakes can happen and oversights may occur. Whether they originate internally or externally, we assist with many of these issues, including:
The Department of Labor may enforce significant professional and personal liabilities against retirement plan fiduciaries who do not satisfy the responsibilities imposed under ERISA. We assist retirement plan officials in meeting those obligations through:
sdwealthmanagement@bjqzgy.com
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f:412.261.4876
sdwealthmanagement@bjqzgy.com
p:614.621.4060
f:614.621.4062