Retirement Plan Consulting

Retirement Plan Consulting

Providing corporate and government institutions with retirement plan solutions that are prudent, cost effective, and deeply analyzed.

How Our Fiduciary Duty Serves Your Best Interests

Shuster offers expertise in evaluating and improving retirement plans. By providing custom solutions, we help our clients and their plan participants maximize their opportunity. We do so with an emphasis on:

  • Fiduciary Responsibilities and Services
  • Plan Pricing and Transparency
  • Participant and Plan Sponsor Education
  • Investment Consulting
  • Participant and Plan Sponsor Services

You want a retirement plan partner you can trust and has your best interests at heart. Shuster delivers on this promise with a suite of offerings, tailored to your needs and those of your employees:


    • Guidance developing a plan that meets your organization’s goals
  • Periodic review to help determine if changes are warranted
    • Initial and ongoing fee and/or interest rate negotiations
  • Systematic review and analysis of record keeper, administration, fund and advisor fees
    • Dedicated in-house conversion team coordinates all aspects of plan conversion process including customized participant communications, transition timeline development, participant education meetings, and document review assistance
  • Post-conversion platform review to ensure accuracy of mapping, fees, funds and crediting rates
    • Dedicated relationship manager
  • In-house support team to assist both plan sponsors and participants with any questions or service needs
    • Comprehensive platform, fee and capabilities analysis for incumbent and alternative providers
  • Platform fee negotiations with a goal to obtain below market pricing and above market rate Stable Value solutions
    • Qualitative and quantitative investment reviews conducted by a team of analysts led by our CIO, an experienced 5-star fund manager*
  • Create and monitor investment policy statements

*Under Cristopher Borden’s management, the Bishop Street Hawaii Municipal Bond Fund maintained a 4 and 5 star Morningstar rating during his tenure.

    • Guidance in developing and maintaining a compliant plan that meets the goals and objectives of your organization
  • Periodic review of your plan to determine if plan changes are warranted based on state and federal requirements
    • Personal compliance services to help support our clients
  • On-line portal housing key documents (e.g. investment reviews, plan documents, testing results, employee communications, etc.)

Have questions? Please view our Frequently Asked Questions to find the answer you’re looking for.

Let's Talk

We’d love to explore your needs in a complimentary consultation.

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