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