Consulting Services

As the steward of your company’s retirement plan, you are held personally liable for any plan losses that result from imprudent decisions. You are at considerable legal risk and many employers have been sued and substantial damages collected.

Piedmont is uniquely qualified to help guide you to consistent compliance and to substantially reduce your risk.

Because you can only address risks you know exist, we provide low-cost due diligence reports for trustees, fiduciaries and the investment committee. Our consulting servicing may include:

• Independent verification and validation of company retirement plan performance, cost, and procedures to ensure ERISA compliance
  • benchmark performance analysis
  • fee impact study and cost comparison
• Consultant's Assessment of Fiduciary Excellence (CAFE™)
• Actionable recommendations for improvement
• Written analysis of the plan.

Transfer your risk to us.