3500 Blue Lake Dr Ste 360 Birmingham, AL 35243
(800) 423-4992

Request A Retirement Plan Review


Get a FREE, no obligation, review of your company retirement plan.

As a plan sponsor, you have a fiduciary responsibility to regularly review and monitor your plan and to make sure your costs are reasonable. A good plan review can help make sure that you are meeting your fiduciary obligations and offering the right options to your employees.

We can help you in reviewing your plan and offer suggestions to improve your plan’s effectiveness for you and your employees and possibly even lower your costs.

We will follow up with you to make sure we understand your needs and to schedule a time to review your plan and answer any questions you may have.

What to expect from our review:

  • We will check to make sure you plan is in compliance.
  • We will check for red flags & poor plan design.
  • We will check to make sure the plan meets the current needs of the company (requirements change over time).
  • We will check to see if your plan allows you to take advantage of recent legislative enhancements that may not have been available at plan inception.

Our analysis compares your current plan with industry best practices and can help plan sponsors and plan trustees identify potential deficiencies.

Get an independent review of your plan.
An independent reviewer may see something that has been overlooked by others, which could save money for you and your employees and may improve benefits.

-IRS.gov

Request A Retirement Plan Review

  • Name of the company that the plan will belong to.
  • Please include any additional information that will help us in reviewing your retirement plan. We are happy to answer any questions you may have.