Retirement and Savings Plans

At CONSULTIVA we proudly service a wide range of institutions who entrust us with various types of Retirement & Savings Plans, such as:


Defined Benefit Plans

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Defined Contribution Plans

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Taft-Hartley Plans

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Non-Qualified Plans

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Plan sponsors are the front-line fiduciaries of their plans and their behavior must conform to the fiduciary standard under ERISA (Employee Retirement Income Security Act) and the Modern Investor Rule.

In regards to investments, they must make decisions that are in the best interest of plan participants and their beneficiaries, with the care, skill, prudence and diligence of an expert.

This standard applies to all plan types. At CONSULTIVA we leave no room for guessing in helping pension plan fiduciaries meet their responsibilities.