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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 and design

Retirement plans are complicated. That’s why clients depend on BerryDunn to help them select, design, manage, and make the most of their retirement plans. The result? Employees receive optimal benefits and employers gain a competitive benefit structure that’s easy to operate and maintain. We can help you:

  • Assess the affordability and value of your benefits
  • Navigate complex fee disclosure rules and deadlines
  • Develop “what-if” scenarios and contribution projections
  • Evaluate the pros and cons of self-insurance options
  • Ensure your retirement plan is the best available for the price

Retirement plan fiduciary review

Retirement plans have unique reporting and compliance requirements that, if not met, can put the plan sponsor and assets at risk. BerryDunn’s employee benefits advisors work closely with plan fiduciaries to help you protect your organization, your employees, and your plan’s integrity. We conduct unbiased analysis scaled to your plan’s provisions and operations, delivering results and recommendations that help you:

  • Avoid penalties by correcting and preventing plan errors
  • Ensure proper documentation of plan oversight
  • Assess the timeliness of deferrals and contributions
  • Evaluate plan documents and adoption agreements
  • Understand ERISA bonding requirements and other complex rules
  • Navigate Internal Revenue Service (IRS) and Department of Labor (DOL) correction programs

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, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, PA, SC, 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 / Investment advisory services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, LLC, a Maine and New Hampshire licensed investment adviser. Advisory services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency or BerryDunn Wealth Management, LLC. 

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