Retirement Plan Consulting
The Difference With Axia Advisory
We provide a full range of advisory services to organizations and their plan fiduciaries, and we explicitly acknowledge our role and responsibility as a co-fiduciary. In this role, we take a holistic view in improving plan performance and plan participant retirement readiness.
Plan Design Consulting
Qualified Default Investment Alternative (QDIA) Consulting
We assist plan sponsors in the selection, construction, and monitoring of appropriate QDIA strategies and assist with their communication to plan participants. Whether your plan desires off-the-shelf products, asset allocation strategies comprised of core investment options, or the customization of collective investment funds or unitized managed accounts, we can help construct a QDIA that fits the needs of your organization and participants.
- Group and individual employee education seminars
- Employee communication strategies
- Asset allocation and investment guidance
- Financial planning guidance
- Educational employee memos
Provider Oversight & Search Capabilities
Our work continues well beyond the plan’s implementation. We reassess the plan constantly as well as conduct formal plan benchmarks every three to four years, or as major changes occur. We take the lead in working with the plan providers so fiduciaries and plan sponsors can focus on other important matters.
Investment Selection & Monitoring
These reviews of the plan’s investments allow Plan Sponsors and Fiduciaries to offer a better suite of options to their participants, helping them improve the outcomes. To learn more about our Investment Management Consulting Capabilities, click here.