Corporate Plans
Our group was named a Plan Sponsor magazine award recipient in 2007 for our work with corporate retirement plans.
The Centurion Group provides corporate retirement plan sponsors with a wide array of tools and expertise to help improve retirement plan performance and appreciation. For large and small corporations, partnerships and other entities with 401(k), profit sharing, cash balance, and defined benefit plans, we offer help with plan design, implementation, funding and communication.
Our services for plan fiduciaries include:
- Fiduciary Risk Management
- 404(c) review
- Plan Design and Compliance
- Soft dollar fee recapture
- Plan Benchmarking
- Investment Due Diligence
- Employee Communication and Education
We offer a process-based approach that provides plan sponsors and employees a thorough analysis of important issues prior to making recommendations.