Service Category: Qualified Retirement

401(k) Plan Consulting & Fiduciary Services

August 2, 2019 | admin

As an employer, you know that part of maintaining a competitive edge in attracting a talented team means offering a 401(k) plan that ensures your employees’ satisfaction, loyalty, and longevity, while also benefitting your bottom line. Managing and understanding the complexity in choices and the fiduciary responsibilities that come along with administering 401(k) plans can be a challenging process. You...

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Plan Trustee Guidance and Consulting

April 17, 2019 | admin

Your employees are your most important asset, so of course you want to take care of them. But time is money, so you can’t have your CFO or HR director getting bogged down in the details. We’ll organize plan reviews, create an investment policy statement and fiduciary file, and provide fee benchmarking and investment monitoring and reviews. We’re here to...

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Fee Analysis

April 17, 2019 | admin

A key component of our fiduciary process focuses specifically on plan costs. Our Fee Comparison and Analysis evaluation delivers a comprehensive report that includes an analysis of investment management fees, recordkeeping fees, advisor/consultant fees, total plan fees, as well as plan features and benefits.

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Fiduciary Services 3(21) and 3(38)

April 17, 2019 | admin

As a retirement plan sponsor, you’re focused on providing your employees with the resources they need to take control of their financial future. At the same time, this isn’t a responsibility you take lightly, as you want to make sure that you fully understand and comply with the necessary regulatory obligations. As an SEC-registered investment advisor with more than 30...

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Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.