Plan Consulting

MISSION

To help our clients make informed financial decisions by offering them professional guidance and services in a manner that
is free from conflicts of interest.

Milestone provides plan due diligence services on an hourly project consulting basis. Clients receive independent plan benchmarking analyses and reports specific to fees, performance, and service level metrics to help them meet their fiduciary obligations. Plan consulting services may address any of the following topics.

For an organization with no existing retirement plan:

Discussion and consideration of different plan types (SEP, SIMPLE, 401(k), 403(b), etc…)

Assessment of organizational requirements and plan design features that are preferable

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Number of employees

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Organizational contributions (match, profit sharing, etc…)

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Anticipated organizational administrative burden

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Cost structure

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Investment alternatives

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Advisor involvement

Recommendations for plan type and features

Assistance with vendor RFP’s, vendor selection and plan start-up requirements

For an organization with an existing retirement plan:

Assessment of organizational requirements in regards to plan features

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Number of employees

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Organizational contributions (match, profit sharing, etc…)

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Organizational administrative burden

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Cost structure

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Investment alternatives

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Vendor assessment

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Plan benchmarking reports

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Advisor services assessment

Report on existing plan and benchmarking results

Assistance with vendor RFP’s and assessment of service proposals

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TPA

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Recordkeeper/custodian

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Investment managers

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Financial advisor