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Plan Design & Consulting

A well-designed retirement plan is a necessity in attracting talented employees, but you’ll want to control costs and ensure that your regulatory and fiduciary obligations are met. Whether you are building a new plan or wanting to upgrade your existing plan, GFG Retirement Solutions can help. Our comprehensive services include:

  • Plan selection, design, and documentation
  • Communication services and investment committee support
  • Administration, compliance and regulatory guidance
  • Fiduciary, actuarial and defined benefit strategy consulting
  • Vendor selection search and review
  • ESOP feasibility studies
  • Business succession planning
  • Retirement plan reviews to help identify problem areas and recommend corrective action to help minimize the impact of

Meeting Regulatory Obligations

GFG Retirement Solutions can help you navigate and meet complex regulatory requirements while keeping you up-to-date on all requirement changes in this ever-evolving retirement plan space.

We’ll define your responsibilities, provide a framework for developing a successful, compliant retirement plan and perform fiduciary reviews and personalized evaluations as necessary.