Consulting Services

Selecting an appropriate and affordable retirement plan is essential to attract and retain talented employees. A retirement plan should be designed to fit an employer’s objectives as well their budget. However, it can be challenging to identify plan design options and select the appropriate administrative and financial services providers. Howell provides comprehensive retirement plan consulting services to help employers design, implement and administer a plan that satisfies management objectives and enhances employee participation.

Retirement consulting services available from Howell include:

Needs Assessment
Our specialists review employer objectives, budget, employee demographics, current plan features and investment options to develop a comprehensive needs assessment. During this phase, we address compliance concerns and identify areas for improvement such as technology, reporting, pricing, investment diversification and employee communication.

Plan Design and Provider Search
Howell provides objective consulting services for employers who are challenged with improving an existing plan or initiating a start up plan. Once an employer’s business objectives are identified, we will solicit, evaluate, and recommend proposals based upon the needs assessment criteria. Our professionals guide employers through the maze of design, compliance, and pricing issues associated with offering a qualified retirement plan.

Plan Implementation
Plan implementation requires precise coordination and smooth execution. As the employer’s advisor and primary contact, Howell ensures that all employer requirements are satisfied by the service provider. Services include the review of plan documents, contracts and administrative service agreements and supervising the conversion process.

Plan Administration Services

  • Provide plan sponsor service support
  • Assist fiduciaries with due diligence reviews
  • Troubleshoot client issues
  • Negotiate service contracts
  • Provide legal updates

Investment Support

  • Assist with Investment Policy Statement
  • Design investment array
  • Conduct investment performance reviews
  • Monitor industry trends

Employee Communications

  • Coordinate enrollment materials
  • Conduct initial and ongoing enrollment meetings
  • Provide one-on-one employee meetings
  • Conduct Investment education seminars
  • Provide distribution and rollover services

For professional consultation, contact Marianne Lyons.

Marianne Lyons is a Registered Representative and offers securities through Cambridge Investment Research, Inc. and an Investment Advisor Representative offering advisory services through Cambridge Investment Research Advisors, Inc.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of DE, MD, NJ, NY, and PA.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Howell are not affiliated.
Loading posts...