Retirement Plan Consulting and Fiduciary Services

With an increased focus on fiduciary liability and an ever changing regulatory environment, plan sponsors turn to Valley Forge Investment Consultants, Inc. for comprehensive retirement plan consulting and fiduciary guidance. Our team of specialist advisors are well-versed across the qualified plan spectrum ensuring that we can help you design, implement and refine a retirement plan program that fits the needs of your entire organization. Valley Forge Investment Consultants, Inc. has served both privately-held and publicly-traded companies for more than 25 years.

We offer our qualified plan clients a holistic range of services, including:

ERISA 3(21) or 3(38) Investment Fiduciary Consulting
Investment Policy Statement Creation, Maintenance and Compliance
Investment Menu Design and Monitoring
QDIA Analysis and Benchmarking
Plan Design Consulting
Plan Mergers and Terminations
Comprehensive Fee Benchmarking and Revenue Sharing Analysis
Retirement Plan Committee Setup and Governance
Participant Education and Advice
Recordkeeper Negotiation and Advocacy
Recordkeeper Request For Proposal (RFP) Services
Fiduciary File Maintenance

By partnering and working closely with the fiduciaries of the plan sponsor, we will ensure proper and effective plan design and, ultimately, rigorous governance of the plan. When coupled with our employee education services, plan sponsors can be confident that their retirement plan is a valuable and appreciated part of their overall benefit program.