Retirement Plan Consulting

Retirement plan sponsors face increasing responsibilities in understanding and managing the complexities of retirement plans. Those responsible for oversight must ensure transparency, fairness, and compliance, particularly when fee arrangements are unclear or when participant concerns arise due to a lack of documented plan reviews. Given the heightened regulatory scrutiny, it is essential for plan administrators to proactively assess and optimize their plans to protect participants and minimize potential risks.

At PYA Waltman, we conduct comprehensive audits to help executives and committees effectively manage their benefit plans. These evaluations cover key areas such as corporate governance, disclosure analysis, fee structures, benchmarking against industry standards, and investment option optimization. Our goal is to help organizations maintain compliance while improving plan efficiency and participant outcomes.

Our team works closely with plan administrators to:

• Gain a clear understanding of how dollars flow between participants, providers, and other involved parties.
• Analyze plan fees to determine whether they are competitive and fairly distributed among participants.
• Develop and document a structured investment monitoring program to ensure ongoing oversight and alignment with plan objectives.

With extensive experience in retirement plan management, PYA Waltman provides expert guidance to help businesses and institutions navigate the complexities of plan administration. By working with us, organizations can confidently meet regulatory requirements, enhance plan performance, and provide a well-structured retirement solution for their employees.