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403(b) Plan Consulting Services

“Today’s increasingly complex regulatory environment makes it more important than even for plan sponsors and institutions to gain access to competent fiduciary guidance and unbiased advice from an experienced partner.” — Katie Williams, Principal
Classic Financial Services

Managing your retirement plan takes significant time and energy. In an ever-changing retirement plan landscape, you’re confronted with endless challenges and questions:

Are you paying too much in fees?
Which investment managers are right for your plan?
Who can provide the help you need to maintain compliance and fulfill your fiduciary obligations?

Classic Financial Services specializes in helping 403(b) plan providers get the most from their retirement benefits program. We offer you the advantage of our knowledge and experience, supported by the resources and research capabilities of LPL Financial, one of the nation’s leading financial services companies.

Our comprehensive approach includes:

  • Current Plan Evaluation – Analyze and assess your company’s retirement plan, highlighting its strengths, as well as areas to improve or enhance.
  • Plan Design Assistance – Provide guidance on the implications of each plan design under consideration, so you can choose the most appropriate one for your entity.
  • Fiduciary Responsibility – Help you understand and address your duties, plus reviewing plan documents, assist in preparing investment policy and other critical procedures.
  • Plan Provider/Investment Management – Help you choose a new plan provider when appropriate.
  • Process and Education – When a change in plan provider is warranted, we help coordinate that transition from your current to your new retirement plan provider, while delivering education and enrollment assistance to employees.
  • Monitoring – Review investments on an ongoing basis, offering our recommendations for any necessary adjustments.

Learn more about our 403(b) plan services:

Fiduciary Services | Participant Services