Retirement Plan Consulting
Troxell Financial provides plan fiduciaries with comprehensive consulting services to help them create competitive, holistic plan designs that address company goals and help drive participants working toward retirement readiness.
Our team of professionals provide plan design assistance and guide plan sponsors through the ever-evolving retirement plan landscape. Our non-fiduciary services include:
- Defined Contribution and Defined Benefit plan design assistance
- Vendor searches, benchmarking and management support
- Investment Policy Statement preparation assistance and/or review
- Plan transition coordination
- Participant education and communication – holistic and value-based
- Financial wellness strategies
- Fiduciary training
To help plan sponsors manage risk, we offer the following fiduciary services:
- Investment support – selection assistance, monitoring, reporting and open architecture investment structure assistance
- Investment review and monitoring
- Plan design assistance with potential enhancement
- Assist in identifying Qualified Default Investment Alternative (“QDIA”)
- Investment recommendations
