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Retirement Plan Fiduciary Consulting

Why choose HFG as your Independent ERISA Retirement Plan Fiduciary?


Relationship

  • The corporate culture and primary focus of our firm is to develop long term relationships with our clients.

Experience

  • The Investment Strategies Group encompasses over 90+ years of combined investment intellectual capital and experience.
  • The partners of HFG are AIF® (Accredited Investment Fiduciary) designees.
  • Our Retirement Plan Strategies Team has worked with corporate retirement plans for 60+ years.

Tools and Resources

  • We provide quantitative and qualitative investment analysis for our retirement consulting clients from two separate proprietary platforms (fi360™ and RPAG).
  • Retirement consulting clients enjoy our turnkey solutions; including the RPAG proprietary Fiduciary Fitness Program™, designed to assist employers and the fiduciary retirement committee members meet their specific fiduciary roles and responsibilities as provided under ERISA.

Results

By engaging our independent retirement consulting services, we will provide the knowledge, expertise, resources and ingenuity to:

  • Enhance investment opportunities for your retirement plan and your employees.
  • Promote understanding and appreciation for your plan and your plan investment options.
  • Ensure plan efficiency and compliance.
  • Maximize benefits for your employees.
  • Balance and Minimize the total plan cost for the services received.
  • Protect Plan Fiduciaries from financial loss.


Overview Of Retirement Consulting Platform