Retirement Plan Consulting

Helping People and Companies Thrive Through Empowered Financial Solutions

Our team advocates for plan sponsors and employees, bringing our knowledge and ingenuity to each retirement plan we serve. We focus on understanding our clients’ priorities to drive successful and productive consulting relationships.

Employee Financial Wellness And Engagement

Our passion is helping employees learn to live financially well and retire on their own terms. Every client we serve has unique goals that help shape our annual engagement plan, including the quantity and type of meetings, communication methods, and meeting specific company and employee needs.

Financial wellness program

  • Easy-to-understand guidance
  • Support and encouragement
  • Recurring onsite meetings
  • Customized presentations
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Consistent engagement

  • One-on-one consultation sessions
  • Monthly financial wellness webinars
  • Quarterly market reviews
  • Monthly Open Phone Days
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Retirement readiness analysis

  • Personalized snapshot of current retirement scenario
  • Offers insight into ability to retire timely
  • Highlights behavioral changes needed
  • Contains paycheck calculator
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Plan design consultation

  • Assess plan design to help enhance participant outcomes
  • Measure progress toward plan goals
  • Evaluate the efficacy of financial wellness resources
  • Prepare employee engagement analysis
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Fiduciary Support

We understand the complexity of sponsoring a retirement plan, and it is our goal to help plan sponsors in every way possible. To show our commitment, the Shepherd Financial team always signs on as either a 3(21) or 3(38) fiduciary for every client.

Fiduciary education

  • Recurring, engaged committee meetings
  • Prudent decision-making and documentation processes
  • Customized fiduciary training
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Secure online vault

  • Quick access to plan information and documents
  • Helps keep plans audit-ready
  • Accompanied by extensive fiduciary vault checklist
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Fee benchmarking and analysis

  • Identify all fees and expenses assessed to the plan
  • Conduct annual cost analysis and fee benchmarking
  • Regular service provider comparison and evaluation
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Our process combines consulting, independent investment management, and continuous oversight to help committee members guide retirement plans effectively and responsibly.

Investment policy statement

  • Establishes guidelines for prudent investment-related decisions
  • Outlines underlying philosophies and processes
  • Helps select, evaluate, monitor, and terminate investment options
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Investment research and monitoring

  • Process-driven approach to research and evaluate investment options
  • Mutual funds selected to represent each asset class
  • Quarterly investment monitoring reports
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Shepherd Financial can help you engage more employees.
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