Retirement Plan Consulting Services

GCFA offers retirement plan consulting services to employee benefit plans and their fiduciaries. The services are designed to assist the plan sponsor in meeting their management and fiduciary obligations to the plan under ERISA. Retirement Plan Consulting Services will consist of general or specific advice, and many include any of all of the following:

  • Strategic Planning and Investment Policy Development/Review
  • Plan Review
  • Plan Fee and Cost Review
  • Acting as Third Party Service Provider Liaison
  • Assessment of Plan Investments and Investment Options
  • Plan Participant Educations and Communication

The Company may also engage us to provide the following additional services, for separate compensation:

  • Review of Executive Benefits
  • Assist with Plan Conversion

We will determine in advance the scope of services to be performed and the fees for all requested services. The Company will be required to enter into a written agreement with us setting forth the terms and conditions of the engagement, describing the scope of services to be provided, and the relevant fees and fee-paying arrangements.

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