retirement plan consulting

CAPTRUST is an independent financial advisory firm and registered investment advisor serving private investors, retirement plan sponsors, nonprofit organizations, endowments, and foundations. It acts as a fiduciary providing wealth planning, investment management, risk management, and retirement plan consulting, and is majority employee-owned with more than 30 years of experience and over 1,800 employees.

due diligenceendowment and foundation consultingfiduciary advisory servicesfinancial planninginvestment managementperformance reportingvendor analysis

DBK Health is a medical consulting firm that has worked for over a decade with medical practices, corporations and medical device manufacturers to improve their margins. It now focuses on employee benefits, including serving as an ERISA fiduciary for pharmacy benefit plans, and partners with Pharmacy Benefit Managers and Administrators to ensure plans and contracts comply with new legislation. Its president is a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience.

Employee Benefits Consultinghealth insurance selection and administrationmedical device go-to-market strategymedical practice consultingpharmacy benefit plan fiduciary services

Horizon Actuarial Services, LLC is a national actuarial consulting firm specializing in multiemployer plan benefits. It provides trusted advice to over 150 multiemployer retirement and health plans across industries including construction, trucking, retail, food, professional sports, entertainment, hospitality, service, and manufacturing. The firm has 80 employees, 40 actuaries, and emphasizes long-term client relationships.

actuarial consultinghealth & welfare plan consulting

Innovest is an independent, fee-only registered investment advisor (RIA) providing investment consulting and wealth advisory services to retirement plan fiduciaries, nonprofits, foundations and endowments, and high net worth families and family offices. Co-founded in 1996 by CEO Richard Todd and President Wendy Dominguez with a mission of stewardship, the firm is headquartered in Denver, Colorado, with offices in Arizona, California, Florida, and Georgia.

expert witness testimonyfiduciary consultingfiduciary governancefinancial educationinvestment consultinginvestment due diligenceplan design