Our Retirement Plan Consulting Services Department delivers a multi-pronged approach to service. These services are facilitated by Ashley Haubrich, Retirement Plan Service Manager, and her team. Powered by Standard of (k)are™, Ashley’s team facilitates scheduling boardroom and breakroom meetings, preparing for these meetings with our proprietary process, and facilitates service delivery based on outcomes from these meetings.

Our boardroom and break room consultants and advisors work in conjunction with Ashley’s team to assist plan sponsors with designing a retirement plan that their employees can use to be retirement ready. At the same time, they assist them with facilitating their fiduciary responsibilities and liabilities using easy to follow action steps and a standard workflow process.