Plan Sponsors

Client Centered

As a plan sponsor, you face many responsibilities and challenges to managing your retirement plan. Navigating the labyrinth of complex fiduciary rules and regulations can be daunting and feel overwhelming. Using a pragmatic approach based on best practices, Sourjohn-Kim Retirement Solutions helps plan fiduciaries meet their obligations under ERISA and reach their desired outcomes.

Partner with us to keep current with trends in retirement planning and the ever-evolving regulatory landscape. Through our objective and consultative approach, we outline strategies that suit your organization’s vision and help you execute a sound retirement program.

We offer the following services:

  • Fiduciary Review
  • Retirement Plan Design Consulting
  • Service Provider Due Diligence and Benchmarking
  • Independent Investment Analysis
  • Fiduciary and Participant Education
  • Disclosure Notice Coordination

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