401(k) / 403(b) Plan Consulting
Retirement Plan Consulting Services
Plan sponsors face increased scrutiny by Congress, the Department of Labor and their own employees. As a fiduciary, it is your responsibility to act in the best interests of the plan and of the participants. Therefore, it is critical that you are receiving the best guidance possible if you are a fiduciary to a retirement plan. Your management team can rely on Marcotte Retirement Plan Consultants to provide the highest quality of:
- In-depth, Independent Investment Due Diligence and Analysis
- Extensive Benchmarking On Services and Fees
- Comprehensive RFP Vendor Searches
- Complete Plan Resources and Fiduciary Support
- Dedicated Online Fiduciary Briefcase™ Sponsor Portal
- Participant Enrollment and Education Guidance Programs
With changing regulations and increased scrutiny on fiduciaries, you need an independent consultant that can sit on your side of the table and help you navigate the minefield.
Check out the background of firms and investment professional on FINRA’s BrokerCheck.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | KS | ME | MO | MS | NE | OK | SD | TX | UT | VA Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marcotte Wealth Management, LLC and Cambridge are not affiliated companies. © Marcotte Insurance Agency, Inc.