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Retirement Plan ServicesRetirement Plan Services


Holistic Retirement Plan Consulting

When an organization offers a retirement plan benefit to its employees, it encourages them to think about and plan for their future life outside of the workforce, a time when alarm clocks and to do lists are set aside to make room for all the things employees have wanted to do for many years. The retirement plan benefit is essential to helping improve the future health of employees, and as a result, the health of the organization. A retirement plan benefit is critical for assisting those that wish to retire at a certain age, the ability to do so with confidence, which provides opportunities for the next generation to prosper and excel.


Given this importance, is your retirement plan benefit up to the task?

Cabana Retirement Solutions (“CRS”) provides holistic retirement plan consulting to all types of organizations – for profit and non-profit alike.  Each organization may have a unique way of approaching its employee benefits, but the ultimate goal of helping employees meet their future retirement needs is the same. CRS works with each organization to evaluate its needs and help the team design a plan that will meet them where they are and move them to where they would like to be.

Our holistic retirement plan consulting practice covers these important areas:

  • Fiduciary Roles
    • ERISA 3(21) Fiduciary
    • ERISA 3(38) Fiduciary – Investment Manager
    • Fiduciary Training and Due Diligence
  • Plan Roles
    • Plan Design Consulting
    • Investment Option Evaluation, Menu Construction and Monitoring
    • Fee Evaluation and Benchmarking
    • Plan Provider Advocacy
  • Participant Roles
    • Education & Enrollment – Group Meetings, Webinars & One-on-One meetings
    • Financial Planning
    • Legal Counseling Services

Types of Plans we work with:

  • Defined Contribution Plans
    • 401(k)
    • Profit Sharing
    • 403(b)
    • 457
    • Simple IRA’s & SEP’s
  • Defined Benefit Plans
    • Pensions
    • Cash Balance Plans
  • Company Stock Plans
    • ESOP
    • KSOP
  • Non-Qualified Deferred Contribution Plans
  • Health Savings Plans (HSA)


Connect with us to learn more about our solutions and to schedule a comprehensive plan evaluation today.