Retirement Plan Advisory

McDonnell Capital consults with employers to help create competitive, fee-conscious, retirement plans that meet the fiduciary obligations set forth by the Employee Retirement and Income Security Act of 1974 (ERISA).  As an investment fiduciary, we guide employers through a Plan framework that employers can point to and be reassured they are both offering an attractive plan to their Participants and meeting their fiduciary duty.


Our Retirement Plan Advisory Services include:

  • Retirement Plan Audit, including a provider evaluation and comprehensive fee analysis
  • Creating a Plan structure, design and platform that best meets the employer’s Plan objectives
  • Writing and supervising the Investment Policy Statement for the Plan, which includes the Plan objectives, responsibilities of service providers, criteria for selecting and reviewing the investment fund line-up, and an annual assessment of cost and performance
  • Providing ongoing financial education for Participants
  • Offering participants access to firm principals, providing them a personal financial planner as a resource
  • Ongoing monitoring of the investment fund line-up
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