Retirement Plan Services

Shea Retirement Services is an independent financial services organization focused on offering retirement plan solutions that maximize efficiency, maintain plan compliance, and reduce fiduciary liability exposure. These solutions include, but are not limited to:

• 401(k) employee deferral plans
• Defined benefit plans
• ERISA 403(b) plans
• Non-qualified deferred compensation plans

Shea Retirement Services has access to extensive resources and expertise in the areas of benchmarking analysis, open architecture plan analysis and design, investment due diligence, comprehensive employee communications, employee education strategies, and fiduciary oversight.

Plan Level Benchmarking

With powerful search and comparison tools, Shea Retirement Services enables the plan sponsor to eliminate the confusion and frustration of selecting a 401(k) provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.

Plan Design and Compliance

As change is constant, it is critical that the legal, compliance and design aspects of a plan are current. Shea Retirement Services will regularly review the design and operational features of your company's plan and provide solutions.

Employee Communication and Education

A successful communication program is critical to the success of a company's retirement plan. Shea Retirement Services understands the development of an effective communication program varies greatly from business to business and across industries. Shea Retirement Services will develop the program that meets the needs of your company's participants.

Investment Due Diligence

Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. Shea Retirement Services will develop and maintain the plan's investment strategy, which is codified in an investment policy statement.

Fiduciary Oversight

Shea Retirement Services offers a fiduciary oversight program that delivers protection and ensures excellence in plan management through independent governance and monitoring.

Executive Compensation

Shea Retirement Services is available to evaluate and benchmark an existing executive compensation and benefits program and has the experience necessary to help a corporation develop one if needed.