Retirement Services

Our comprehensive retirement consulting services include:

Maximize Plan Efficiency
Every plan sponsor has unique goals and objectives. As your dedicated consultant, we will create an ongoing project plan specific to your needs.

• Retirement Plan Audit
• Vendor Search and Selection
• Daily Plan Support

Protect Against Loss
We help our clients navigate their fiduciary responsibility and ever-changing regulations through robust:

• Fiduciary Management
• Investment Monitoring

Educate Participants
Through our comprehensive education and communication services, we can help you increase participation, satisfaction and understanding of asset allocation and risk tolerance. We create custom communication and education plans that include:

• On-site group education meetings on various topics
• Custom investment advice
• Custom employee communication materials

 We have developed relationships with a wide variety of clientele over the years and provided dedicated services to many plan sponsors. We are proud of our commitment to excellence and will work hard to develop a strong and lasting partnership.

Engaging Our Services
We are dedicated to working with you in the manner that best suits your needs. Thorbahn may be hired on a consulting basis for either a specific project or ongoing services. All of our fees are fully disclosed.