Creating Ongoing Successful Retirement Plan Experiences for Employers and Employees

Every plan sponsor has unique goals and objectives. As your dedicated consultant, Paradigm Consulting, Inc. will create an ongoing service plan specific to  your needs.

Paradigm Consulting Inc is a group of dedicated specialists focused on delivering retirement plan consulting services. From investment analysis and due diligence to employee communications and vendor fee benchmarking, our process-driven solutions help reduce the risk for employers from corporate and personal financial liability, while increasing investment opportunities and improving overall plan value.

Maximize Plan Efficiency

  • Vendor Benchmarking Analysis™
  • Provider contract review
  • Provider pricing re-negotiation
  • Plan conversion guidance
  • Plan design analysis and Plan Review™
  • Compliance checklist

Reduce Risk

Paradigm Consulting, Inc. helps navigate fiduciary responsibility through robust, systematic, quantitative and qualitative investment analysis involving over 150 pages of detailed reports utilizing 15+ industry standard analytical measurements. Our due diligence process goes far beyond the Morningstar 5-star ratings and instead focuses on a cyclical approach of investment selection, monitoring, and ongoing documentation and review.

  • Investment Policy Statement
  • Fiduciary Investment Review™
  • Scorecard™ fund ranking
  • Quarterly Market Summary
  • 404(a) / 404(c) guidance

Increase Participation and Diversification

  • On-site/virtual enrollment meetings
  • Ongoing investment education assistance
  • Monthly client newsletters
  • Sample employee memos

 

Under Promise, Over Deliver

Upon being hired, Paradigm Consulting Inc. will provide you a written plan detailing the specific services provided and the corresponding frequency. This way, clients can periodically compare the written “plan” with the actual “delivery” of those services.

We have developed meaningful relationships with a wide variety of clientele. We embrace our commitment to excellence and will work hard to maintain and develop a personal lasting partnership.