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Retirement Plan Consulting

Retirement Plan sponsors have a growing duty to understand the complexities of retirement plans. Fiduciaries are being held responsible in situations where there are improper or unclear fee arrangements or from participant complaints stemming from the lack of a documented plan review.

PYA Waltman conducts fiduciary audits for executives and committees charged with the oversight of benefit plans. These audits cover topics from proper corporate governance, disclosure analysis, fee analysis and benchmarking, and investment option optimization.

We help plan fiduciaries:

  • Gain a proper understanding of how dollars flow between participants, providers, and other parties
  • Analyze how their plan fees compare to others in order to assess whether fees incurred by participants are reasonable AND fairly distributed
  • Document a proactive, effective investment monitoring program