One of Moneta Group’s core businesses is providing comprehensive consulting services for qualified retirement plans. We have a holistic approach when providing retirement consulting services, including fiduciary (either co-fiduciary or discretionary fiduciary) services relating to the selection and monitoring of plan funds. In addition, we assist our plan sponsor clients with plan design, compliance reviews, management of third-party service relationships, the management of requests for proposals, employee education game planning, as well as fee and service benchmarking.

For appropriate plan clients, we offer recordkeeping and administration through our strategic partner, Retirement Plan Services (RPS), a company specifically founded to address limitations we noted in what virtually all plan providers were offering qualified retirement plan clients in record keeping and administrative services. Few included the best of all approaches in a single-source solution. RPS was designed as a ‘best practices’ model of operation.