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Gain ExperienceRetirement Plan Optimization

Get more from your retirement plan


Whether you have a defined-contribution 401(k) plan, 403(b) plan, SIMPLE plan, Simplified Employee Pension (SEP) plan, controlled group plan, or affiliated service group plan, we’ll help you develop and maintain a plan that provides true value for your organization.

Retirement Plan Selection, Assessment and Regulatory Compliance
Retirement plans are complicated. That’s why clients depend on BerryDunn to help them select, design, improve, operate, and maximize their retirement plans. The result? Employees receive optimal benefits and employers gain a competitive benefit structure easy to operate and maintain. We can help you:

  • Ensure your retirement plan is the best available for the price 
  • Navigate complex fee disclosure rules and deadlines
  • Comply with complex and evolving tax rules that govern retirement plans
  • Tackle Internal Revenue Service (IRS) and Department of Labor (DOL) correction programs 
  • Avoid penalties by preventing and correcting plan errors
  • Develop “what-if” scenarios and contribution projections
  • Prepare Forms 5500

Retirement Plan Investment Advisory Services 
Tap into a team of financial experts dedicated to collaborating with you to manage fiduciary risks, optimize retirement plan design, offer a robust, diversified menu of investments, and improve employee retirement readiness. BerryDunn Wealth Management offers independent and objective retirement plan advisory services. We can help you:

  • Maximize your fiduciary protection by acting as a co-fiduciary
  • Select and periodically review your investment options 
  • Assess and manage vendor costs and services
  • Streamline your administrative responsibilities
  • Promote employee engagement, adoption, and satisfaction with education about retirement preparedness and investment and allocation strategies
  • Provide your employees with individualized investment advice 
  • Gain insight into plan regulations, industry trends, and best practices 

BerryDunn is one of only a few firms that specializes in all aspects of retirement plan design, optimization, and management. We understand the importance of a sound retirement plan strategy and its impact on business operations. And, we’ll help you stay abreast of new regulations, investment options, and contribution limits and present you with opportunities to realize more value as they arise.

To learn more, please contact our retirement plan advisory services team

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NM, NY, PA, TX, VT, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org. Investment Advisory Services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, a State-licensed investment adviser. Investment Advisory Services and fixed insurance products and services offered through BerryDunn Wealth Management are separate and unrelated to Commonwealth.

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