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Crafting Retirement benefit Packages for Business

Your 401(k) plan is one of the most important employee benefits a company can offer.​

​Channel Islands Group offers comprehensive consulting services, investment expertise and extensive experience with retirement plans enable us to support and implement your objectives.

We'll work with you to craft a clear, flexible plan that meets employees' retirement savings objectives  and is simple and efficient for you.

​Our plans encourage participation and inspire people to make good choices for a comfortable retirement.

We provide guidance on the right amount to set aside from salary and investment options to meet every employee's needs in an easy to use presentation.

  • Investment Monitoring
  • Fiduciary Compliance
  • Preparation of Investment Policy Statement (IPS)
  • Provide Analysis Meetings
  • Offer to Act as 3(38) Co- Fiduciary.Fee Transparency & Benchmarking
  • Evaluating and Selecting Service Providers
  • Optimizing Plan Design
  • Transition Services
  • Education Services