Plan Management

To manage a retirement plan effectively, it’s essential to have a sound governance model along with the proper monitoring, documentation and communication processes. With our in-house expertise and advice, we can help you manage risk and increase employee satisfaction by ensuring you have the right structures and practices in place.

We’ve created some key highlights on governance that should help as you think more about plan management. Equally important is ensuring that you’re fulfilling your obligations when it comes to educating your plan members. Cowan offers a range of services to help you provide your members with the tools and information they need to understand their retirement plan.  

Whether you already have a plan or are just getting started, contact us to learn more about how we can help you get the most from your plan.