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Retirement Plan Consulting Services

Masters Consulting Group understands what it takes to make your plan a success, while helping participants pursue their financial goals. We work closely with your company throughout the retirement planning process, helping to ensure your program reflects the unique characteristics of your business and your employees.

Our knowledgeable team provides fee and expense analysis, enables you to understand and address your fiduciary responsibilities, assists in drafting plan documents, setting investment policy and assisting with other critical aspects of plan management, design and compliance. Our comprehensive services include the following:

  • Fee and expense analysis
  • Investment advisory- assistance with selection and monitoring
  • Assist with preparation and review of the plan's Investment Policy Statement
  • Quarterly communications
  • Annual trustee meetings
  • Annual plan and Investment Policy Statement review
  • Investment option review
  • Fiduciary responsibility checklist
  • Plan participant education

Masters Consulting Group works with industry­ leading retirement plan services providers and plan administrators to help meet a broad range of needs for our corporate retirement plan clients.

Learn more about our retirement plan consulting services:

Fiduciary Services | Participant Services