At Symphony Retirement Partners, LLC we work with employers that tend to care about their employees, and have a desire to simplify their lives while addressing the complexities tied to the oversight of the retirement plan they sponsor.
Our retirement plan consulting services are best suited for small and medium sized employers including start-ups. We believe that no matter how big or small a company is, their employees deserve the opportunity to prepare for a rewarding retirement.
Please use the link below to schedule a call , or access our Retirement Plan Consulting Brochure to learn how we can improve upon the work you have already done.
We do not require you to replace your current retirement plan provider or third party plan administrator. We work in conjunction with them to help you improve upon various aspects of your plan including those outlined below.
We are dedicated to helping improve the retirement readiness of your retirement plan participants. While there is no "one-size-fits-all" plan design solution, a well designed plan can be the difference between decent outcomes, and something more exceptional.
Prudence requires that plan sponsors become educated in each area of responsibility, and take actions that are prudent and taken exclusively in the best interest of participants and beneficiaries, while documenting actions that have been taken over time. Our approach identifies potential weakness in a plan and assists with correcting any deficiencies through education, diligence and process.
Selecting a service provider is one of the most critical fiduciary decisions a plan sponsor must make. Writing a Request for Proposal is as much an art as a science. We serve as your advocate throughout the process, from developing the selection criteria to evaluating proposals and managing the conversion, to assure a best fit outcome.
Without a sound investment due diligence process, plan fiduciaries may be personally liable for poor employee investment returns. We help plan sponsors mitigate this liability by putting disciplined systems in place for every step of the investment process.
Interested in having a well performing 401(k) or 403(b) plan without a lot of headaches associated with it? Register once, and we'll include you in on important and upcoming news that impact employer sponsored retirement plans. If you register for, and miss a live webinar, we'll be sure send you a video recording so you don't miss out.