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    • Home
    • About Us
    • Employee Benefits
      • Benefit Advisory Services
      • Retirement Plan Services
      • Success Stories
    • HR Services
      • Managed Services
      • HCM Technology
      • Allintus Partnership
    • Quotes
      • Business Insurance
      • Personal Insurance
    • Resources
      • Employee Portal Login
      • HR Navigator
      • Find a Doctor or Facility
      • Tele-Doc Health Services
      • clickquoteapply insurance
      • Privacy Policy
    • Contact
    • COVID-19 Resources
Benefit Design Consultants
  • Home
  • About Us
  • Employee Benefits
  • HR Services
  • Quotes
  • Resources
  • Contact
  • COVID-19 Resources

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

Your Free Fiduciary Guide

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Benefit Design Consultants offers insurance, 401k products, and third party services through licensed broker, J. Christopher Charron in TX, NV, PA, LA, FL 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 Policy