Corporate Retirement Plan Consulting and Solutions

COMPREHENSIVE CORPORATE RETIREMENT PLAN SERVICES:

The Ward Halleron Group offers Retirement Plan Consulting Services to Corporate Plan Sponsors. This includes fiduciary management, investment monitoring and consulting, benchmarking, and employee education, all of which enable plan sponsors to meet their ongoing plan fiduciary obligations while delivering a competitive and robust retirement plan program to their employees. The Ward Halleron Group was recently awarded a Top 401 Advisers 2017 designation by the Financial Times.

Our fiduciary overview may include:

Retirement Plan Fee Disclosure and Independent Fee Analysis & Summary

Investment Committee Notes

404(c) Checklist

Investment Policy Statement & Review

Participant Call Log and Documentation of Participant Discussions

Annual Education Calendar

Fiduciary Benchmark Report

Advisory Consulting Services Agreement & Co-Fiduciary Role

As leading consultants in the Baltimore-Washington area, Rusty Ward and Tom Halleron have over twenty years of experience managing corporate retirement plans.

This includes investment consulting and employee education, enabling plan sponsors to meet their ongoing plan fiduciary obligations while delivering a competitive retirement plan program to their employees.