GROUP RETIREMENT CONSULTING
​We design and enhance retirement plans that are competitive, compliant, and aligned with your organization's workforce goals.
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Whether you're establishing a new plan or enhancing an existing one - we deliver strategic, transparent guidance at every stage,
helping leadership teams make informed decisions while helping their employees plan for a confident retirement.
EMPLOYER SUPPORT






SERVICES
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Plan Design Benchmarking
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Record Keeper Comparisons & Fee Reviews
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Implementation Structure & Process Leadership
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CAPSA Compliance Management & AIR Reporting
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Fiduciary Committee Support & Board Reporting
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Plan & Investment Analysis & Reporting
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ESG Investment Consulting
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Administration Optimization & Assistance
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DEI Solutions & Integration
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Industry Insights & Market Trend Updates
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Tailored Employee Communications
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One-on-One Member Guidance
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Investment & Retirement Planning Seminars
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Proactive Plan Oversight & Support
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Quarterly Retirement Outlook Updates
EMPLOYEE SUPPORT





"Empowering employees to save and invest for the future
- with clarity, care, and the confidence that comes from expert guidance."
"Christine is an expert retirement consultant whom I have had the pleasure of working with for the past several years.
​
Her wealth of knowledge in this field is impressive. She is always willing and available to help us and more importantly, our employees. She is passionate about what she does and her energy shows in her presentations and communications for our employees.
Christine’s services are an invaluable
resource for your team!"

- CLIENT TESTIMONIAL -
