Human Resources Support

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Benefits and Services

Employee Benefits: Retirement Plan Resources

Every employer has unique goals and objectives. As your retirement plan consultant, we will customize a solution specific to your plan’s needs and requirements. From plan design review and detailed investment analysis to help ensure employee communications, our dedicated consultants deliver value-added services to ensure a successful retirement plan experience both for you and your employees.

With independence from any particular plan provider or fund family, we provide objective analysis to help protect plan fiduciaries from personal and corporate financial liability.

Our service is process-driven to ensure that your plan meets its objectives and that plan participants are provided with education opportunities to help them make sound investment descisons.

The Process

Our Retirement Plan Resource Platform provides our clients with the ability to reduce their fiduciary liability while providing competitive retirement plan benefits to their employees.
  • Fiduciary Guidance
  • 401(k) Plan Diagnostic Report
  • Plan Audit / 404© Compliance Check
  • Employer Objectives and Plan Design Analysis
  • Employee Communications and Enrollment
  • Investment Analysis and Due Diligence
  • Employee Communication and Enrollment
  • Plan Fee Comparative Analysis
  • RFP Implementation and Management
  • Contribution / Plan Design Modeling
  • Benchmarking and Employee Surveys

The Products

Our independence enables us to work with virtually the entire retirement plan marketplace. Our resource platform helps ensure that your plans are accomplishing our goals.
  • 401(k)
  • 401(a)
  • 403(b)
  • 457(b) (f)
  • Defined Benefit
  • Profit Sharing
  • Money Purchase Pension
  • Simplified EE Pension Plan
  • Suplimental Executive Retirement Plans
  • Voluntary and Supplemental Benefits
  • Deferred Compensation
  • Resource Library

Check the background of this firm on FINRA's BrokerCheck

*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Schuster Driscoll, LLC dba The Schuster Group is not affiliated with Kestra IS or Kestra AS.