Broker Check

What We Do

Retirement Plan Strategies with Care

Since 2002 SHA Retirement Group has been assisting organizations implement and manage 401(k), 403(b), defined benefit and non-qualified deferred compensation plans. The firm brings over 100 years of combined experience and the essential industry knowledge and credentials to assist today’s businesses and higher education institutions in implementing and managing effective retirement plans.

SHA Retirement Group takes a holistic approach to retirement plan consulting. Standard services provided by the consulting team include:

  • Assist the plan sponsor with a plan review, which includes fiduciary education for committee members, plan design assistance, administrative compliance review, and discussion of fiduciary best practices.
  • Assist in the preparation or review of Investment Policy Statement (IPS).
  • Investment menu design.
  • Analyze plan investment lineup.
  • Investment monitoring integrated with the IPS.
  • Assist in identifying Qualified Default Investment Alternative (QDIA).
  • Evaluate investment strategies.
  • Financial Elements-Breaking down complicated financial concepts into elements to help reduce financial stress.
  • Liaison with all service providers.
  • Record keeper searches and overall plan fee analysis and benchmarking.

SHA Retirement Group approaches each retirement plan from the view of the organization and of the employees. With specific knowledge in employer-sponsored retirement plans, the firm offers a wide range of retirement services to clients, as well as assistance in areas of concern that matter most to them.