Corporate Retirement Plan Solution™
As consultants and advisors specializing in company sponsored retirement plans such as 401k and Defined Benefit, we are dedicated to helping clients maximize the value of their employer's retirements plans. Our professional guidance can help clients:
- Manage fiduciary exposure
- Lower plan expenses
- Develop a personalized employee investment education and communication program resulting in improved retirement outcomes
Qualified Retirement Plans and More
Developing and maintaining qualified retirement plans requires ongoing attention. Using the Corporate Retirement Plan SolutionTM, CC Coaching and Consulting, Inc. can help optimize participant and employer satisfaction.
In part, the Corporate Retirement Plan SolutionTM provides:
- Plan Design Consultation
- Third Party Administrator Comparison
- Record-keeper Services and Cost
- Investment Performance, Cost and Monitoring
- Analysis of Fiduciary Compliance Processes
- Evaluation of Employee Communications
Tour of Our Services
Take a tour to see what to expect in an initial meeting and see our ongoing service model
Reference Page
Want a deep dive into Qualified Retirement Plans?
Click here to find our Qualified Retirement Plans Reference Page
Keys to a Successful 401(k) Plan
Video Series: Maximizing the Value of Your Company 401(k) Retirement Plan