Retirement Plan Consulting Services

Empower Your Retirement Plan with Strategic Guidance

Turn your retirement plan into a competitive advantage. Guardant’s Retirement Plan Consulting Services help employers design, manage, and optimize plans that drive better participant outcomes and stronger fiduciary governance.

Strategic Plan Consulting for Employers & Trustees

In today’s evolving landscape, retirement plans must do more than check compliance boxes. We guide you through governance, investment structure, and vendor selection—helping you enhance performance while reducing fiduciary risk.

Implementation-Driven Oversight & Optimization

We don’t stop at recommendations—we execute. From plan design and investment lineup reviews to vendor RFPs and participant engagement, we ensure your plan operates efficiently and stays aligned with your goals.

Continuous Improvement & Participant Impact

Retirement success is a journey. We provide ongoing plan benchmarking, fiduciary reporting, and participant education programs that adapt to market shifts and workforce needs—helping your employees stay on track for a confident retirement.

Retirement Plan Consulting Services

Discovery & Diagnostics

Plan Review & Benchmarking — Evaluate design, costs, and investment menu.

Fiduciary Assessment — Identify governance and documentation gaps.

Goal Setting — Define objectives for plan performance and employee outcomes.

Design & Implementation

Plan Design Optimization — Adjust contribution, match, and eligibility rules.

Investment Architecture — Build robust, fiduciary-aligned fund menus.

Vendor Search & Negotiation — Manage RFPs, negotiate fees, and document service terms.

Participant Engagement — Increase participation and savings through education.

Monitoring & Stewardship

Quarterly Reviews — Track plan metrics, fees, and compliance updates.

Regulatory Oversight — Stay ahead of evolving ERISA and SECURE Act rules.

Cost & Performance Optimization — Benchmark and improve continuously.

Outcome Tracking — Measure participant readiness and adjust strategies.

Why Choose Guardant

Holistic Integration

Your retirement plan connects directly to your broader business, tax, and compensation strategy.

Fiduciary Focus

We bring institutional rigor to plan oversight—transparent, disciplined, and compliant.

Adaptive Partnership

We evolve with you, ensuring your plan remains competitive, compliant, and effective.

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