Project Examples

Hubbell Consulting, LLC is positioned to serve our clients in a variety of ways. While we are not permitted to give specific examples, our clients have benefitted from work such as:

  • Performing complex non-discrimination and cross testing of retirement plans, especially when multiple business unit plans exist;
  • Assisting clients, usually working in concert with ERISA counsel, to remedy compliance issues and problems through voluntary compliance filing options;
  • Performing fee benchmark analyses and sourcing vendors/ investment managers to administer plans;
  • Redesigning retirement plans to improve performance and appreciation and to be in line with sustainable budget expectations;
  • Developing communication approaches and drafting and/ or reviewing written and web materials to aid in communicating plan features or changes; and
  • Serving as a registered investment advisor to develop investment policy, govern plans, and select and monitor performance of investment managers.

 


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