Our insights. Your plan. Optimized.
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609-919-3636
888-320-7124
UBS Financial Services Inc.
1200 Prospect Street
Suite 500
La Jolla, CA 92037
The Princeton Retirement Consulting team is committed to providing comprehensive services to help you manage and optimize your organization’s 401(k) and Defined Benefit retirement plans. We provide a broad, comprehensive range of services specific to your complex needs.
Our experienced team works with you to keep up with changing regulations, stay on top of requirements and ensure your plan is attracting and retaining top talent. Our services are transparent, direct and focused on outcomes while minimizing administrative burdens. We do this by focusing on three central tenets:
- Plan health. We apply thoughtful, relevant strategies to optimize your plan
- Fiduciary governance. We work closely to assist in addressing your fiduciary responsibilities
- Retirement readiness. We help ensure your participants make informed financial decisions
Chad Goerner has been recognized as an industry leader.
- Princeton Retirement Consulting, PLANADVISER Top 100 Retirement Plan Advisors, 2018
- Financial Times Top 401 Retirement Plan Advisors, 2015, 2016, 2017, 2018
Plan health
Managing and optimizing your retirement plan
We help you evaluate indicators of plan health, recommend key tactics to optimize your plan and assess the progress of your plan enhancements. In this way, we can help maximize your plan’s effectiveness and model how plan feature changes can impact participants’ retirement income.
Fiduciary governance
Management for your investment and fiduciary obligations
Fiduciary liability is a primary concern for many institutional clients. We can provide ongoing support for reviewing and evaluating plan expenses and fees, as well as help you manage fiduciary documentation. We acknowledge our responsibility in writing as defined in Section 3(21) of ERISA and will help you develop an investment policy statement to address fiduciary obligations. In addition, we can provide 3(38) discretionary fiduciary services.
Retirement readiness
Customized plan participant education
We can develop educational programs that are highly personalized and specific to your employees’ concerns, and questions. As your employees approach retirement, we understand they have very specific needs and concerns and we’ll help keep them informed about useful trends we are seeing in the industry.
Consulting services
Our proactive, project management approach
We can help support your HR team to help alleviate administrative burdens and streamline plan management. We manage our plans with a clear project timeline and actively address plan deficiencies.
Our perspectives
Insights