Our retirement plan consulting services help you deliver the highest quality programs with services that can save time, improve employee's experience, reduce exposure to fiduciary liability, and simplify plan administration.  We guide:

  • Plan governance and compliance
  • Investment consulting as an ERISA Section 3(21) or 3(38) fiduciary advisor
  • Employee Education and financial wellness programs
  • Fee and service benchmarking
  • Vendor management and contract negotiations
  • Plan design consulting
  • HR best practices

What We Help You Do

If you own a business or non-profit organization that sponsors a qualified retirement plan such as a 401(k) or 403(b), then you are a fiduciary.  As a fiduciary, you are entrusted with the retirement assets of your employees, the protection of their best interests, and the responsibility of:

  • Creating a retirement plan that benefits the company and its employees
  • Educating your employees in areas of investing
  • Providing diversified investment options that are reasonably priced
  • Reviewing annual investment options
  • Promote HR efficiencies
  • Comprehensive oversight of your plan

At Planit Financial, we assist businesses like yours with employer-sponsored retirement plans and support you in your role as retirement plan fiduciary. Our services will help ensure your legal responsibilities are fulfilled and your employees are satisfied.