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Retirement Plan Consulting

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Employer-Sponsored Retirement Plan Consulting
Helping Companies Achieve Competitive, Compliant Plans

Most small and medium-sized companies simply do not have the staff with the experience to manage a retirement plan. Employees, meanwhile, may not receive the education they need to optimize the plan.

I partner with Utah-based companies to maintain 401(k) plans that are compliant with regulations and perceived by employees as a valuable benefit. As your partner, I bring the extensive expertise you need to select and monitor plan administrators and record keepers while working with your employees so they can make smart decisions about their future.

A retired couple watches Alta Lake in Whistler, Canada

The Twin Peaks Difference
The retirement plan consulting service provides:

  • Commission- and compensation-free service
  • Fiduciary obligation to you and your employees
  • Investment menus featuring ultra-low-cost Vanguard index funds
  • Ability to work with virtually any record keeper, including Vanguard, Fidelity, Voya, Ascensus, Principal, and American Funds
  • Accountability, including putting the services you will receive in writing
  • Quarterly meetings with plan trustees and administrators
  • Open-door policy for additional meetings and phone calls whenever you need them
  • One-page executive summary of plan benefits
  • One-page executive summary of plan fees
  • Employee education offered in multiple formats
  • Technology to facilitate employee education, including click-to-schedule calendaring

Let’s Get Acquainted
I offer a complimentary meeting to discuss how I can help you.
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