Director of Corporate
Retirement Plan Consulting
Corporate Retirement Consulting
Are you a Broad Street Client?
The typical Broad Street corporate retirement plan client has one or more the following characteristics:
- Has more than 50 employees
- Sponsors a qualified participant-directed retirement plan
- Needs an assessment of its retirement plan, or is considering changes to the plan or provider
- Plan sponsor has an understanding of basic ERISA standards and wants to remain in compliance in the face of changing and stringent regulations
- Plan sponsor wants an advisor to negotiate with outside brokers and ensure compliance
- Employees are seeking an easier approach to managing their 401(k) benefits
Please call us at (888) 836-1166 or contact us to talk about how Broad Street can help your company.
The days of the traditional pension plan are over. Employees once benefited from professionally managed defined benefit plans. Today, employees are often confused and overwhelmed by the challenges of planning for their retirement and managing their own 401(k) or profit sharing assets. Corporate retirement plan sponsors can be held personally liable for failing to meet rigorous ERISA regulations that apply to retirement plan management, evaluation of investment outcomes and communication with employees.
Broad Street's corporate retirement plan consulting professionals take the burden off of plan sponsors by managing the fiduciary responsibility associated with sponsoring a qualified retirement plan. We help plan sponsors manage their fiduciary responsibilities to comply with 401(k) regulations and ERISA guidelines while minimizing expenses for the company.
As part of a comprehensive corporate retirement plan management strategy, we regularly monitor plan fees and costs and review the overall performance of investment options. Significant cost savings can be realized through aggressive vendor negotiation and process improvement.
Broad Street works with plan sponsors to develop and implement internal communications and employee education programs. For employees, we can offer defined risk and growth categories that allow them to vary their allocations over time.
Broad Street Capital Advisors, LLC has developed a comprehensive service model that is second-to-none in the retirement plan industry. We work hard to take away our clients' 401(k) headaches so that they can focus on what they do best – running their businesses.
Our goal: To efficiently manage the fiduciary liability of plan sponsors while maximizing employee participation.