Retirement Planning

Defined Contribution Plans are much more critical to an individual’s retirement success than in the past.  DC Plans are truly the centerpiece of the U.S. retirement system.

Our independent retirement planning specialists and in-house staff will deliver comprehensive, process driven solutions that seek to increase overall plan success for both employers and employees.

Simpson | McCrady is committed to providing plan sponsors with current and relevant data to make informed decisions and implement solutions for the investments, administration, communication and plan design.

Overview of Corporate Retirement Plan Specific Services:

●​Annual Fiduciary review

●​Suggest measure to improve cost efficiency

●​Reduce administrative burden

●​Analyze plan design

●​Implement employee education program

●​Increase employee satisfaction

●​Plan investment & fee bench-marking

●​Ongoing investment monitoring

●​408(b)(2) disclosure statement analysis

●​Review/design investment policy statement

●​Retirement plan committee meetings

●​Provide legislative updates

●​Coordinate vendor search/selection

●​Offer superior level of plan service

●​Establish investment objectives

●​Investment selection & monitoring

●​Retirement & education planning

●​Risk management/insurance assessment

●​Tax minimization strategies

●​Estate & business succession planning

Member FINRA/SIPC