Professional pension services. Prudent advice.

Through our partnership with Burnham Gibson Financial Group, we are pleased to offer comprehensive services for qualified retirement plans, including 401(k), 403(b), 457, profit-sharing and defined benefit plans. As one of the largest pension advisors for Southern California employers, Burnham Gibson offers plan sponsors the following five-point program of consultation

Fiduciary Compliance

• Fiduciary liability mitigation through proper documentation and ongoing monitoring
• Adherence to investment policy statement and plan document
• Continuity of fiduciary standards

Plan Strategy & Design

• Contract analysis, including review of plan design, goals and objectives of your organization, overall strategy of plan

Investment Due Diligence

• Investment policy creation, design, implementation and review
• Chairing of regular investment committee meetings to review selected investment options, legislative changes, and overall health of the plan
• Performance due diligence and overall selection of investment options

Employee Education and Communication

• Development of comprehensive communication and education strategies customized to the needs of your employees
• Ongoing education both in person and via web conferencing, supported by a team of trained professionals

Platform/Fee Benchmarking

• Comprehensive vendor search and transparent analysis of fees based on your specific goals and objectives as the plan sponsor
• Benchmarking analysis, relative to industry, to help ensure that your plan fees and capabilities are in line with or better than those of competitors
• Transition services, including step-by-step conversion, rollover assistance, and one-on-one consultations with CERTIFIED FINANCIAL PLANNER™ professionals

For organizations large and small, it’s never been more important to have a focused financial advisor with the resources to help you execute a responsible long-term plan. Click here to learn more about Burnham Gibson Financial Group.