Retirement Plan Consulting

Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. Whether you are offering a 401(k), 403(b), 457, non-qualified plan, defined benefit, or cash balance pension plan you deserve sophisticated investment advice coupled with down-to-earth explanations and a holistic plan governance process.


A comprehensive approach

With a proven track record of achieving results, deep knowledge of the fiduciary environment, and comprehensive wellness and advice services we are ready to help you achieve success however you define that term.

  • Participant Outcomes. Are participants able to retire on their own terms? How are participant engagement and wellness efforts measured?
  • Plan Administration. Are your administrative processes clearly understood by your committee and are they properly documented? How is administrative success measured?
  • Plan Investments. Are your investment processes fully developed, monitored, and reviewed along with investment performance?

Our process goes beyond the standard investment reports, fiduciary scorecards, and participant support. Those should be expected. Our process begins by creating baseline score in each area to provide determinable measurements of improvement and success.



Our proprietary Asset Liability Immunization Strategy (ALIS) provides defined benefit plan sponsors with superior results by helping smooth funding requirements and allowing corporate cash flows to become more predictable.

  • Tailored Approach - ACG’s collaborative approach seeks to understand each client’s specific risks, operational considerations and return requirements.
  • More Cost-Effective - Pension assets invested in pooled investment products are typically more costly and less effective than ACG’s tailored immunization strategy.
  • Superior Results - Changing markets can increase the differences between pension assets and liabilities (i.e., funding ratio).  ACG’s approach aligns assets with liabilities to limit the tracking error.


What you can expect

When you engage us to collaborate on caring for your organization’s retirement plan, count on us to:

  • Assess your investment process, plan administrative processes, and participant engagement process and outcomes in a comprehensive manner
  • Understand your responsibilities and experience a holistic retirement plan governance process
  • Investment selection and monitoring driven by cutting-edge portfolio analytics methodology
  • Internal investment research and in-person money manager interviews to improve investment recommendations
  • Deep experience creating and monitoring of custom education safe harbor risk and age-based model portfolios
  • Regulatory and compliance updates
  • Research and select potential recordkeepers, and other types of service providers, by conducting and evaluating requests for proposals (RFP) and requests for information (RFI)
  • Provide financial wellness and one-on-one personal planning services to help participants retire with confidence

Put our vision to work for you.

Collaboration is a core value for our team and for our work with clients. To build a customized relationship, we need to understand your situation, priorities and goals. Submit an online request for proposal (RFP) to learn how we can help you succeed.


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