Is Your 401(k) Plan Performing As Well As It Should? How Do You Know For Sure?
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.
Plan Design
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.
Fiduciary Support
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.
Plan Analysis
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.
Plan Investments
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.