Retirement Services

A successful retirement plan can positively impact your organization’s talent acquisition, retention, and employee satisfaction. However, implementing and managing a retirement plan on your own can be a complex and high-risk task. Cook & Associate’s is here to help. We’ve developed a streamlined process for helping you achieve a successful retirement plan that lowers your administrative burden and costs, improves results, and delights your employees. Our customized services include:


  • Investment Policy Development
  • Fund Menu Design
  • Act as Investment Fiduciary (3(21))
  • Act as Discretionary Fiduciary (3(38))
  • Act as Investment Fiduciary to Participants
  • Investment Monitoring/Committee Meetings
  • Fund Replacements/Fund Manager Search
  • Asset Allocation Modeling
  • Plan Design Consulting
  • Compliance Oversight
  • Vendor Search
  • Transition Services to Record-keeper
  • Vendor Management/Issue Resolution
  • Education Program Strategy
  • Employee Meetings
  • Annual Investment Reviews
  • Semi-Annual Investment Reviews
  • Quarterly Investment Reviews


By partnering with Cook & Associates to invest in your employees’ future, you can minimize costs, ease administrative burdens, ensure fiduciary protection, and ultimately sponsor a retirement plan that delights and empowers employees.

^ Back to Top