Plan Consulting

Comprehensive Retirement Plan Consulting

We design and deliver competitive retirement programs for organizations that want to manage risk and help their people retire successfully.

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Fee Benchmarking, Monitoring & Negotiation

We help organizations meet their fiduciary obligations by benchmarking, monitoring, and renegotiating their fees with existing partners to ensure they are getting a fair deal.

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Financial Wellness

Employee Financial Wellness

We provide employees on-demand access to a team of bi-lingual CERTIFIED FINANCIAL PLANNER™ professionals through our (k)larity @ Work™ solution.

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