Plan Consulting Services
Cammack LaRhette Consulting has extensive experience in every area of retirement plan consulting. We can help you design, develop, implement and monitor your retirement programs. Many of our professionals play leadership roles in the industry. We chair boards of professional organizations, teach workshops and serve as experts on panels. Holding more than a dozen different professional credentials, our team has received numerous awards for our work.
Our comprehensive services are tailored to your specific situation. We can:
- Help you start up a retirement plan
- Analyze the effect of possible changes, as the needs of your employees or your organization change
- Work with you to avoid or resolve compliance problems
- Identify potential risks associated with the administration of your retirement plans
- Work with you to make sure that the investments in your plan continue to fit your employees' needs
- Educate you on your duties and responsibilities as fiduciaries
- Work with you and your vendor to establish a communications plan that fits with your demographics
- Meet with your employees, to provide guidance on their investments
- Evaluate various contribution types, eligibility and vesting scenarios, plan objectives and plan qualification status
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Monitor plan design features, to confirm that the plan remains in line with your objectives, including
o Employee attraction/retention
o Income replacement
o Administrative costs
o Ease of use/communication; - Recommend changes to plan design as the result of our monitoring.
Cammack LaRhette's approach to consulting provides an effective, cost effective solution for a plan sponsor's needs, while focusing on the plan's fiduciary responsibility. We maintain a holistic view of the impact that our consulting recommendations may have on an organization's human resources staff, the day-to-day administration of the plan, and the plan participants.
As a full-service consulting firm, Cammack LaRhette is ready to implement its recommendations. We immerse ourselves in the execution of detail for any plan's operational changes, and we bring extensive experience in rolling out communication and education campaigns for integrating the participant into the process.
