Retirement Plan Consulting

Retirement Plan Consulting

Below is a sample of the retirement plan consulting services Ardea Fiduciary Advisors provides. We offer additional solutions and tailor our approach to meet each client's needs. 

We have experience working with all major 401(k) and 403(b) vendors and a diverse array of clients representing $1B+ in assets under advisement*, including:

  • Start-ups to Mid-Size Corporations
  • Higher Education and Independent Schools
  • Nonprofits

*As of 12/31/2023


Services

Governance

  • Governance Program
  • Fiduciary Committee Education
  • Review of Plan Sponsor & Participant Disclosures
  • Document Retention Program
  • Cybersecurity Compliance

Investment Oversight

  • Investment Policy Statement Creation & Review
  • 3(21) Co-Fiduciary & 3(38) Investment Manager Services
  • Qualified Default Investment Alternative (QDIA) Selection & Monitoring
  • Model Allocations

Fee & Vendor Management

  • Service & Fee Benchmarking
  • Request for Information (RFI) & Request for Proposal (RFP) Services for Recordkeeping, Audit & Third-Party Administration Services        
  • Conversion Support

Participant Education

  • Education Program Design
  • Individual & Group Employee Education
  • Allocation Reviews
  • Holistic Financial Planning Services
  • Financial Wellness

Plan Design Support

  • Review & Benchmarking
  • Strategies for:
    • Increasing Participant Savings
    • Reducing Administrative Costs
    • Streamlining Operations
    • Supporting Organizational Goals
  • Regulatory & Legislative Updates

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