Retirement Plan Services


For more information on Retirement Plan Services, contact:

Dan Peluse

Emily Everett

Justin Levonyak



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Our dedicated team works for you.

The Retirement Plan Services Team works exclusively with Plan Sponsors to help navigate the ever-changing retirement planning landscape with specialized knowledge and a dedicated focus. Our experienced professionals will help you manage your fiduciary obligations and craft a customized and compliant plan that will empower your employees to achieve a comfortable and sustainable retirement. We will:

  • Evaluate your current plan
  • Assist with plan design
  • Conduct a search for a new service provider
  • Provide assistance in developing an Investment Policy Statement
  • Execute quarterly investment manager selection and monitoring
  • Educate participants regarding plan features and benefits
  • Perform an annual plan review
  • Provide co-fiduciary support