Van Gilder Retirement Solutions, LLC
The Difference
- We help you develop a customized and progressive education program for Participants, delivered by Van Gilder, not the vendor
- We offer ongoing education programs for Plan Sponsors:
- Monthly Newsletters – Legislative Updates
- Van Gilder University
- Quarterly Breakfast Club and Lunch and Learns
- We provide one-on-one participant meetings to perform gap analysis and determine asset allocation strategy
- We deliver independent research and analysis of the following:
- Plan design
- Plan cost
- Fund selection and monitoring
- We serve as a Fiduciary on your Plan - formalization of fiduciary roles, responsibilities, and documentation to comply with 404(a) and 404(c) through our Fiduciary Fitness Program
- We conduct periodic provider review for pricing and fit
- We analyze merger and acquisition opportunities, risks, and exposures
- You have access to a dedicated team of licensed retirement specialists – not generalists
Investment advisory services offered through Van Gilder Retirement Solutions, LLC.