Plan Sponsor Services

The world of retirement plan regulation is constantly shifting for plan sponsors, advisors, and their supervising firms. Increased regulatory scrutiny from the Labor Department, as well as litigation against plan sponsors, has placed a spotlight on plan operations, procedures, and documentation.

GBS Retire provides plan fiduciaries with comprehensive consulting services to help them create competitive, holistic plan designs that address company goals and help drive participants working toward retirement readiness. Our team of professionals provide plan design assistance and guide plan sponsors through the ever-evolving retirement plan landscape. Our services include investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.

  • Worksite Benefit Integration
  • Human Capital Risk Management
  • Holistic Financial wellness strategies
  • Defined Contribution, Defined Benefit, and Cash Balance plan design assistance
  • Vendor searches, benchmarking and management, Plan transition coordination, Plan optimization
  • Investment Policy Statement preparation and/or review
  • Investment oversight – selection assistance, monitoring, reporting and open architecture investment structure
  • Fiduciary training
  • 3(21) & 3(38) fiduciary services
  • 3(16) Outsourcing
  • Custom Model Portfolios
  • Assist in identifying Qualified Default Investment Alternative (“QDIA”)
  • Target Date Fund consulting

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See how GBS Retire can help you reach your retirement plan goals

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Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and GBS Retire are not affiliated with Triad Advisors.

© 2019 GBS Retire. a Leavitt Group Company. All Rights Reserved.