Plan Consulting

Independent 401(k) & 403(b) Consulting

Milestone Consultants, Inc. provides independent, third-party consulting services to organizations that sponsor 401(k) or 403(b) retirement plans. As a Registered Investment Advisor, we serve as an objective resource for plan sponsors navigating the complexities of plan design, vendor selection, and ongoing plan management.

Eric Birdsall, MBA, CPFA has been providing advisory services to individuals and organizations since 2006. Our approach is always independent — we have no proprietary products to sell and no conflicts of interest, so our guidance is always in your plan's best interest.

Services Include

• Plan design review and recommendations
• Investment menu analysis and benchmarking
• Vendor/recordkeeper search and evaluation
• Fee benchmarking and reasonableness analysis
• Investment policy statement (IPS) development
• Ongoing plan monitoring and reporting
• Employee education and enrollment support