Expertly designed and executed roadmaps guaranteeing success for any retirement plan project

With employer-sponsored plans, you have many responsibilities that impact the organization’s members and success. From mitigating risk to controlling costs to fiduciary responsibilities, you need expert advice and guidance to succeed in a complicated, dynamic industry.

Industry-leading consultants from Campbell Albrecht are ready to help, no matter what retirement plan needs and goals you may have. Whether it’s optimizing your current plan, educating employees, or assisting with government audits, you will get peace of mind knowing your retirement plan is always an asset and never a liability.

Ready to put our 20+ years of proven consulting success to work for your business?

Our breadth and depth of expertise can meet any and all of your needs, including:
  • Preparing plan amendments, terminations, and mergers
  • Assisting with IRS and DOL audits
  • Providing assistance with plan design changes
  • Conducting special plan or participant benefit studies or projections

Comprehensive Retirement Plan Services
with a Personal Touch

Whether you need a supplemental service or a complete retirement solution, you’ll have
a dedicated team of certified experts with you every step of the way

Plan Design and Implementation

We’ll customize a plan that meets the needs of all stakeholders, handle all documentation, and seamlessly integrate it into your business operations

Defined Contribution Plan Recordkeeping and Administration

From eligibility and contributions to trust reconciliation and distribution processing, we’ll ensure a smooth operation for your employees and the IRS

Defined Benefit Plan Actuarial Services and Administration

Our state-of-the-art technology ensures employees get their distributions, financial risk is managed, employer contributions are appropriate, and required documentation is prepared and submitted