How confident are you in your organization's retirement plan?
Rehmann’s team of over 30 dedicated retirement specialists provides fiduciary investment advisory and third-party administrative services to 300+ retirement plans across various recordkeepers. With in-depth knowledge in all aspects of retirement planning, we tailor our approach to your organization’s goals, ensuring a well-designed and compliant retirement plan that benefits your employees.
A well designed and executed retirement plan can help minimize cost, reduce fiduciary risk, increase participant engagement, increase recruitment, and assist with employee retention efforts.
Included in Every Review:
- Evaluation & benchmarking of plan expenses
- Assessment of current plan design
- Evaluation & benchmarking of plan investments
- Examination of participant engagement strategy
- Discussion on industry trends and fiduciary best practices
Examine Participant
Engagement
Strategies
Evaluate &
Benchmark Plan
Expenses
Explore Whether Current Plan
Design is Optimal
Identify Issues
in Plan
Investment
Get the Review
Rehmann’s comprehensive plan review puts your current plan through a rigorous analysis process - one designed to clarify your plan’s fees, evaluate and benchmark investments, and minimize risks for your employees, your organization, and yourself.
With so much riding on your organization’s retirement plan, conducting regular plan checkups is critical.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. HLB is not affiliated with Rehmann Financial Network, LLC, or Rehmann Wealth.