In our experience, one overlooked design flaw at the outset can cause unnecessary difficulties later. With our comprehensive annual Plan Review, we offer insight on how to improve value and promote continued operational efficiency.

  • 404(c) and 408(b)(2) regulation support
  • Investment Policy Statement
  • Employee Educational Strategies and Meetings
  • Ongoing Employee Communications

Along with our annual Plan Review, here are some other determinations in dictating long-term success:

  • Flow and types of contributions into the plan
  • Investment selection/alternatives of account balances
  • Timing of distributions
  • Vesting schedules
  • QDROs, loans or hardship options
  • Eligibility requirements


Securities offered through Cadaret, Grant & Co. Inc Member FINRA/SIPC BCA Benefits Group, Llc and Cadaret, Grant are separate entities.
Securities licensed in the following states: CA, CO, DC, FL, GA, MA, MD, MI, NJ, NY, RI, VT