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Corporate Retirement Plan Consulting
Our Corporate Retirement Plan Consulting Services address the following:
  • Plan design 
  • Investment due diligence
  • Administration & Recordkeeping 
  • Communication & Education
  • Compliance (404(c) requirements) 
  • Identify and resolve plan issues
  • Fiduciary Role 
  • Facilitate communications/negotiations with plan providers
Benefits Consultants & Investment Advisors
We are positioned as both employee benefits consultants and as investment advisory representatives.

Benefits Consultants
Understanding ERISA     
Understanding DOL     
Compliance Support     
Resolving Vendor Issues    
Communicating Benefits    
Enrollment Capabilities     
Vendor Selection     
Vendor Negotiation
Troubleshoot Data Exchange
Experience with Finance Department
Experience with Benefit Committees

Investment Advisors
Fiduciary Guidance
Portfolio Construction
In Depth Due Diligence
Modern Portfolio Theory
Investment Fundamentals
Investment Education
Participant Education
Corporate Services Highlights
  • Independent consultants with first hand knowledge of the vendor community
  • Ongoing support for plan sponsors and their participants
  • A resource for all plan-related needs
  • Specialists in the qualified plan field, including defined benefit plans
  • We utilize a fee based approach, where the complexity of the project determines the fee structure for the consulting engagement, not the investment platform.
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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email: ric@gcellc.com

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS). Goldberg Clouse & Edgell  is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI). Goldberg Clouse & Edgell and NFPISI is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.
 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact Kestra IS Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.