Phone: (866) 342-1455  |  Fax: (330) 655-3942


Retirement Plan Consulting

Whether you are assessing your current retirement plan, building a new plan or improving plan design, our retirement plan consultants offer unbiased guidance where you need it most. A changing legislative environment, a more diverse workforce and a competitive business environment are creating new challenges for employers. Our fiduciary and retirement plan consultants have years of experience offering firms their unbiased guidance to meet the unique needs of each individual company.

As a professional partner, we will take the time to present you with all of the best possible options to build a new retirement plan, improve your existing plan or prepare your company to meet the challenges of the new regulatory environment.

Our Services

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including:

Plan Consulting and Design

Plan Review – We review your existing plan documents, plan provisions, assets and investment choices, and make plan design recommendations that meet your plan's goals and objectives.
Plan Conversion and Enrollment Services – We will work with you to implement the new retirement plan or the revised plan. During this process, we will conduct employee enrollment meetings, employee educational sessions, or general retirement planning seminars.
Ongoing Participant Services – We employ state-of-the-art technology and an experienced staff to help you address the increasing administrative and fiduciary demands of providing comprehensive plan and investment information to participants. Services include:                                                                                 

  • On-site employee enrollment, education, communication, and account services
  • State of the art website services for your employees, including online account access to balances, investment research, loan modeling, auto-re-balancing, and investment guidance. Interactive tools allow employees to make and track allocation changes and asset transfers.

Employee Communications – We possess the knowledge and expertise to create, implement and manage the proper communications campaign for you and your employees. Whether it's communicating changes and instructions for open enrollment, or informing employees of enhancements to the plan - our goal is to help employees easily understand the benefits offered so they may make wise selections.

**Securities offered through GWN Securities, Inc. 11440 N Jog Road, Palm Beach Gardens, Florida 33418, 561-472-2700,
Investment advisory services offered through GWN Securities, Inc., a Registered Investment Advisor.




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