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Our Services

At Hamilton Cavanaugh, we provide expert assistance in the following areas:

Core Plan Services

  • Design and Implementation of Employer-Sponsored Retirement Plans
  • Design and Implementation of Executive Compensation Plans
  • Record Keeper Search/Selection - RFP/RFI
  • Customized Marketing and Communications
  • Co-Fiduciary and Fund Monitoring Services Available through our Affialite, Aspire Advisors, LLC

Administrative & Compliance Support

  • Support 408(b)(2) and 404(a)(5) Fee Disclosure Compliance
  • Facilitate Compliance with Plan Testing Requirements
  • Provide Technical and Regulatory Updates to Plan Sponsors
  • Act as Liason with Recordkeeper

Participant Services

  • Provide Employee Retirement and Investment Education
  • Customized Employee Plan Materials
  • Group Enrollment Meetings
  • Participation in Employee Orientation Programs
  • Individual Employee Meetings and Support