Retirement Plan Consulting

Retirement Plan Consulting

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:

    • 401(k) and 403(b) plans
    • ERISA compliance expertise
    • Fiduciary support and guidance
    • Benchmarking of total plan cost
    • Provider search and evaluation
    • Independent analysis of IPS and core fund lineup
    • Plan design trends
    • Employee communication and education programs
    • Ongoing plan, provider and portfolio review

Ready to Plan?

Planning for retirement is complex, BHS will help create a plan that works best for your new life. Click below to contact a representative and start planning today!

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BHS Financial Services is not affiliated with Kestra IS or Kestra AS. ​

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Testimonial

My biggest fear was that the fund selection process would be confusing and overwhelming, which was not at all the case.
Duncan helped to make the process transparent and easy to understand. He is a great resource for educating both our
administrators and employees. I would recommend Duncan in a heartbeat. He is skilled in his field and has superior
customer service skills.

Liz Stinson, Dwelling Place