Qualified Retirement Plans (ERISA)

Employee retirement planning made easier.

Designing and managing retirement plans for employees is a complex and difficult responsibility for employers. Not only must these plans meet employee expectations for performance, but they must follow specific fiduciary procedures outlined in the Employee Retirement Income Security Act of 1974 (ERISA), as well as those set forth by the Department of Labor and the Pension Protection Act.

Assistance from the professionals at Moss Adams Wealth Advisors.

Moss Adams Wealth Advisors helps you navigate the complexities, master compliance guidelines, manage associated investments, and create retirement plans that employees appreciate. Our goal is to help you establish your plan using clear, reasonable objectives and strategies designed to help you achieve stable investment returns, protect principal investment from capital losses, and minimize the effects of inflation. Our team is ready to help you:

Assess your current plan and compare plans
Summarize your present investment performance versus industry standards
Evaluate your plan’s investment quality and risk
Assist with ERISA compliance
Develop a comprehensive investment policy statement (IPS) that details how your portfolio will be managed, providing long-term structure and guidance for investment decisions
Report education and fiduciary data to your plan trustees
Coordinate retirement plan custodial and reporting functions
Inform and educate your plan participants