Retirement Plan Consulting
Our approach to retirement plan consulting helps our clients improve business performance by maximizing the value and potential of and return on their human capital assets while managing the related costs and risks associated with providing retirement plans. We deliver strategic consulting services for both defined contribution and defined benefit plans. Our capabilities include:
- Plan design and implementation for:
- Profit sharing plans (including 401(k) plans)
- Employee stock ownership plans (ESOPs)
- Pension plans
- Hybrid benefit plans
- ERISA/Litigation Support - expert witness services
- Revenue sharing recovery - know what fees your plan is generating for your service providers
- 12b-1 fees
- Expense ratios
- Sub-transfer agent fees
- Dealer concessions
In addition to these traditional types of services, Bartlett O’Neill Consulting also provides specialized services
to assist you in managing the risks and costs associated with your retirement plans. Please select a topic for more information regarding these specialized
services:
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