Retirement Plan Solutions for Employers
Managing a retirement plan comes with fiduciary responsibility, regulatory complexity, and employee expectations. Valley Forge assists plan sponsors with plan design, investment oversight, and fiduciary support.
Sample Scenarios
- You’re responsible for fiduciary oversight and want confidence your plan is structured properly
- Your current advisor feels reactive instead of proactive
- Plan fees and investment options haven’t been reviewed recently
- Employee engagement and participation could be stronger
- Compliance, benchmarking, and documentation feel overwhelming
- You want your retirement plan aligned with broader business goals and benefits strategy
How We Help
- Fiduciary Guidance & Governance Support - Help fulfill fiduciary responsibilities through structured processes, documentation, benchmarking, and ongoing oversight.
- Investment Lineup Design & Monitoring - Build and maintain institutional-quality investment menus with disciplined review and replacement processes.
- Plan Design Optimization - Evaluate plan features (e.g., match structure, eligibility, profit sharing, safe harbor) in relation to business objectives and participant considerations.
- Fee Benchmarking & Provider Coordination - Evaluate recordkeeping, advisory, and investment costs while coordinating with third-party providers to improve efficiency and transparency.
- Employee Education & Engagement - Deliver clear, practical education to help employees make informed decisions and improve participation.
Why Valley Forge
- Team-based specialists supporting both employer and participant needs
- Proactive fiduciary process—not just annual reviews
- Coordinated execution across investments, plan design, and employee education
- Built for long-term partnerships, not transactional plan management