Retirement Industry Consulting

 

Our extensive expertise in the retirement industry enables us to help institutions across the nation and around the globe.  We assist recordkeepers, asset managers, and advisors (such as TPAs), and plan providers develop and refine business strategies to achieve maximum success.  We do this through:

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• Data Strategy, Analysis & Planning

• Business Process Optimization

• Product Development & Strategy

• Product/Service Governance

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Fee Litigation Consulting

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Our unique experience with class action recordkeeping fee litigation enables us to provide insight into how Plan Fiduciaries can reduce their risk and ensure their actions are both appropriate and for the exclusive benefit of plan participants. 

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