Benefit Design Consultants
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    • Home
    • About Us
    • Employee Benefits
      • Benefit Advisory Services
      • Retirement Plan Services
      • Success Stories
    • HR Services
      • Managed Services
      • HCM Technology
      • HCM Partnership
    • Quotes
      • Business Insurance
      • Personal Insurance
    • People HUB
      • People | Benefits HUB
    • Contact
Benefit Design Consultants
  • Home
  • About Us
  • Employee Benefits
    • Benefit Advisory Services
    • Retirement Plan Services
    • Success Stories
  • HR Services
    • Managed Services
    • HCM Technology
    • HCM Partnership
  • Quotes
    • Business Insurance
    • Personal Insurance
  • People HUB
    • People | Benefits HUB
  • Contact

Retirement Planning and Investment Consulting

As with our efforts with employee benefits, Benefit Design Consultants assists clients in the design, procurement, and ongoing management of a company retirement plan. 


Our focus enables us to provide a comprehensive suite of retirement plan options, consulting and brokerage services.  


What you can expect from us:

  • Provide a disciplined investment due-diligence process by applying a set of quantative and qualitative criteria to fund selection 
  • Monitor funds utilizating both fundamental and technical approach 
  • Assist in the development of an investment policy statement, as well as ongoing monitoring of adherence 
  • Provide annual asset review with documentation of investment committee due diligence 
  • Provide broker consulting services 
  • Support client efforts with ongoing employee education 

 

Analysis of Investments is based on but not limited to: 

  • Performance relative to peer group or index 
  • Competitive expenses 
  • Management experience 
  • Risk adjusted performance

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Copyright © 2017- 25 Benefit Design Consultants - All Rights Reserved.


Benefit Design Consultants offers insurance, 401k products, and third party services through licensed broker, J. Christopher Charron in TX, NV, LA, FL, MI and appointed with other affiliates. Benefit Design Consultants is not an insurance company. Products and services are through licensed-related providers and affiliates. Not all products available in all states. Privacy | Website Terms & Conditions Disclosure 


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