Retirement Planning

For many employers still today, their retirement plan remains this entity that generally has very little integration into the overall employee benefit program efforts and communication.

Considering the amount of resources (time and money) that most employers invest into this area, it only makes sense to do everything possible to ensure that the plans are administrated properly and are communicated effectively as part of your overall employee benefit package.

In our retirement plan consulting and plan analysis services, Cherry Creek Benefits provides comprehensive plan design services in-person with the firms in-house ERISA Attorney for a low, flat fee for any participant or asset level plan. We will also review in-person your plan design, operations and compliance testing on an annual basis.

[toggle title=”Platform Analysis”] We will review your current platform provider, strip down the fees and identify all cost points to enable the plan sponsor to maximize services at the most competitive cost. We will then compare your plan against the other providers in the current marketplace. We remain independent from the platform chosen and do not ever take the role of your licensed advisor.[/toggle]

[toggle title=”Plan Design Analysis”] We work with a volume submitter plan document, which allows for a flexible and completely customizable plan design. We then provide a written review your current plan design, which will contrast your current plan provisions to your plans overall goals, designed to minimize employer costs and where suitable show you how to contemporize your plan.[/toggle]

[toggle title=”Platforms”] While we offer a comprehensive in-house daily valuation system that will allow you and your advisor to choose from the universe of investment options we also provide administrative services to most of the leading retirement plan provider platforms.[/toggle]