Retirement plan services
A full line of expert retirement services
As industry leaders, we understand how vital recruitment and retention are to your success. The Sikich Retirement Plan Services team combines deep plan expertise, employee education and administrative support to help businesses of all sizes build competitive retirement plans that attract and retain top talent. Our team ensures your employees benefit from high-performing plans tailored to your goals, allowing you to create retirement strategies that attract the best people to your business.
Sikich offers a broad range of retirement plan services, including one-on-one participant support and group education meetings. We provide fiduciary training for plan committee members, facilitate quarterly investment committee meetings with documented minutes, and assist with investment policy statements and due diligence review books.
We also negotiate provider fees, monitor ongoing plan costs, and conduct compliance reviews to assess procedures and administrative responsibilities—helping you stay aligned with regulations and best practices.
Smart solutions to attract and keep top talent
Today’s employees are looking for more than just a paycheck. They want a secure, comfortable future. While salary of course matters, retirement benefits like 401(k), 403(b), and 457 plans play a major role in where top talent work and stay. Offering these plans positions you to attract and retain a strong, competitive workforce. Sikich provides the retirement plan expertise and organizational support you need to build and manage smart, valued solutions for your team.
Defining your needs
We assess your organization’s goals, demographics, and fiduciary responsibilities to define a strategy that best fits your business and employees.
Plan provider and search selection
Our experts lead an informed provider search to help you confidently select the right plan providers.
Participant education
We provide the knowledge and resources you need to support your plan participants year-round.
Investment monitoring support
Together, we work with you to develop and maintain the plan’s investment strategy, which is then detailed in an investment statement policy.
Fiduciary support
We help you meet the obligations posed by the Employee Retirement Income Security Act (ARISHA) on how you manage your plan.
Plan design and technical help
Our specialists provide hands-on plan design and technical expertise to optimize plan features and ensure compliance.
Fee evaluation and benchmarking
As trusted advisors, we provide ongoing expense analysis and plan benchmarking to ensure provider fees remain reasonable and aligned with your needs.
