Helping Plan Sponsors Choose the Right Path Forward

Every successful retirement plan begins with thoughtful strategy, prudent oversight, and a commitment to helping employees achieve better outcomes.

At LibertyRoad we provide comprehensive retirement plan consulting designed to help employers meet fiduciary obligations, improve participant outcomes, and simplify plan administration.

Fiduciary Consulting & Governance

  • Fiduciary guidance and best practices

  • Investment committee support

  • Fiduciary training and education

  • Governance reviews

  • Meeting preparation and documentation

  • ERISA compliance oversight

Investment Due Diligence & Monitoring

  • Investment menu design

  • Ongoing investment monitoring

  • Watch list management

  • Benchmarking and peer analysis

  • Manager due diligence

  • Target date fund evaluation

  • Stable value and capital preservation analysis

Fee Benchmarking & Vendor Oversight

  • Record keeper benchmarking

  • Fee analysis and benchmarking

  • Service provider evaluations

  • Contract reviews

  • Fee negotiation support

  • Vendor accountability reviews

Retirement Plan Design Consulting

  • Plan design analysis

  • Employer contribution strategies

  • Automatic enrollment and escalation design

  • Safe Harbor consulting

  • Profit-sharing plan design

  • SECURE Act planning considerations

Vendor Search & RFP Management

  • Record keeper searches

  • Provider comparisons

  • RFP management

  • Finalist evaluations

  • Conversion oversight

  • Implementation support

Employee Education & Retirement Readiness

  • Enrollment meetings

  • Retirement readiness education

  • Group workshops

  • Individual participant consultations

  • Financial wellness programs

  • Executive and key employee education

Compliance & Regulatory Support

  • Annual plan reviews

  • Compliance coordination

  • Audit support

  • Operational review assistance

  • Legislative and regulatory updates

Mergers, Acquisitions & Plan Transitions

  • Retirement plan reviews during transactions

  • Plan consolidation consulting

  • Vendor transition support

  • Fiduciary review and documentation

  • Participant communication strategies

The LibertyRoad Difference

Our clients choose LibertyRoad because they want more than reports and quarterly meetings. They want a trusted consultant who understands their organization, is accessible when questions arise, and helps them navigate important decisions with confidence.

Every successful journey begins with choosing the right path forward.

Welcome to LibertyRoad.

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