J&D specialists within this department focus on delivering excellence in the area of qualified retirement plans, specifically Profit-Sharing and 401(k) plans.

We add value to the development and maintenance of your retirement programs by:

• explaining the ramifications of the laws and regulations affecting qualified retirement plans;
• helping to manage your risk as a plan sponsor by educating on your fiduciary duties, and proposing strategies to maintain operational compliance;
• managing the relationships between our clients and their retirement plan service providers;
• recommending solutions that will scale with your growth or downsizing.

J&D’s Group Retirement Plans specialists integrate skills across several disciplines, including 401(k) administration, human resources, investments, sales, insurance, and legislative lobbying. They provide cutting-edge plan design, retirement and investment education, ERISA compliance support and administrative training. Our professionals are experienced at setting up new retirement plans, supporting existing plans and changing a plan’s service provider.

J&D also acts as your advocate in the retirement plan marketplace, and will assess the suitability of a variety of service providers for your organization, including insurance companies, mutual fund companies or third party administrators.