401k Consultant

401k Consultant

Employees rely on their employers to make quality decisions with respect to the Retirement Plan they sponsor. Choosing and maintaining a Retirement Plan can be a difficult task for any size business, given a plan sponsor’s complex and consistently changing fiduciary obligations. Through BHS Financial Services, we provide employers comprehensive retirement plan consulting, including:

• ERISA compliance expertise
• Fiduciary support and guidance
• Plan design trends
• Breakdown of Total Plan Cost and benchmarking of cost to industry averages
• Provider search and evaluation
• Independent analysis of core fund lineup Investment portfolio strategy and performance (View a scorecard – this used to be a hyperlink to a sample Scorecard)
• Employee communication and education programs
• Ongoing plan, provider and portfolio review

We help you navigate the complexity of the retirement planning world.Securities and investment advisory services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Berends Henricks Stuit and NFPAS are not affiliated.

Testimonial

My wife and I have been a client of Berends Hendricks Stuit in excess of 20 years. We have seen such excellent service and value for our insurance needs that have been provided. Any claims have been handled in a very professional and timely manner. We look forward to another 20 years in our insurance relationship both personally and for my business needs.